CAAS
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Capital Asset Advisory Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Capital Asset Advisory Services’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,805
Closed -$1.32M – 378
2022
Q4 		$1.32M Buy
+20,805
New +$1.32M 0.11% 104