Cape Investment Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cape Investment Advisory’s Portfolio SUB Stock Details SUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$63.6K	Buy
2025 Q1	$13.3K	Sell
2024 Q4	$24.5K	Hold
2024 Q3	$24.6K	Buy
2024 Q2	$22.7K	Buy
2024 Q1	$18.2K	Hold
2023 Q4	$18.3K	Buy
2023 Q3	$8.23K	Buy
2023 Q2	$8.22K	Sell
2023 Q1	$9K	Buy