Catalyst Private Wealth’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
2023
Q1
$730K Hold
2022
Q4
$728K Sell
2022
Q3
$1.33M Buy
2022
Q2
$1.24M Hold
2022
Q1
$1.24M Hold
2021
Q4
$1.27M Buy
2021
Q3
$1.23M Buy
2021
Q2
$1.18M Buy
2021
Q1
$992K Buy
2020
Q4
$957K Buy
2020
Q3
$821K Buy