Catalyst Financial Partners’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
2025
Q3
$531K Sell
2025
Q2
$544K Sell
2025
Q1
$1.1M Sell
2024
Q4
$1.41M Buy
2024
Q3
$1.23M Buy
2024
Q2
$1.12M Sell
2024
Q1
$1.13M Sell
2023
Q4
$3.29M Sell
2023
Q3
$7.11M Buy
2023
Q2
$6.6M Buy
2023
Q1
$5.8M Buy
2022
Q4
$4.27M Buy