Carolinas Wealth Consulting’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-245	Closed	-$25.6K	–	1114
2023 Q1	$25.6K	Buy	245 +1	+0.4%	+$104	0.01%	448
2022 Q4	$25.5K	Buy	244 +1	+0.4%	+$104	0.01%	450
2022 Q3	$25K	Sell	243 -466	-66%	-$48.6K	0.01%	413
2022 Q2	$74K	Buy	709 +1	+0.1%	+$104	0.02%	285
2022 Q1	$74K	Buy	708 +1	+0.1%	+$106	0.02%	294
2021 Q4	$76K	Buy	707 +1	+0.1%	+$107	0.02%	304
2021 Q3	$76K	Buy	706 +325	+85%	+$35.1K	0.02%	274
2021 Q2	$41K	Buy	381 +1	+0.3%	+$108	0.01%	389
2021 Q1	$41K	Hold	380	–	–	0.01%	395
2020 Q4	$41K	Buy	380 +140	+58%	+$15.1K	0.01%	371
2020 Q3	$26K	Buy	240 +1	+0.4%	+$108	0.01%	362
2020 Q2	$26K	Buy	239 +1	+0.4%	+$107	0.01%	265
2020 Q1	$25K	Buy	+238	New	+$25.3K	0.01%	141