Cascade Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cascade Financial Partners’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 Q3	$3.19M	Buy
2025 Q2	$3.06M	Buy
2025 Q1	$2.9M	Buy
2024 Q4	$1.85M	Buy
2024 Q3	$670K	Buy
2024 Q2	$653K	Sell
2024 Q1	$1.21M	Buy