Cardinal Strategic Wealth Guidance’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-338
Closed -$35.4K 84
2023
Q1
$35.4K Sell
338
-194,604
-100% -$20.4M 0.02% 70
2022
Q4
$20.3M Buy
+194,942
New +$20.3M 9.77% 2