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

Cary Street Partners 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
2026 Q1	$713K	Buy
2024 Q4	–	Sell
2024 Q3	$778K	Hold
2024 Q2	$766K	Buy
2024 Q1	$766K	Hold
2023 Q4	$771K	Hold
2023 Q3	$752K	Hold
2023 Q2	$761K	Hold
2023 Q1	$765K	Hold
2022 Q4	$762K	Buy