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

Cedar Brook Financial Partners’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,011
Closed -$210K – 421
2023
Q1 		$210K Sell
2,011
-1,625
-45% -$170K 0.05% 357
2022
Q4 		$379K Sell
3,636
-2,509
-41% -$260K 0.11% 215
2022
Q3 		$631K Buy
6,145
+2,892
+89% +$302K 0.2% 130
2022
Q2 		$340K Buy
+3,253
New +$338K 0.11% 218
2020
Q1 		– Sell
-2,056
Closed -$220K – 295
2019
Q4 		$220K Sell
2,056
-1
-0% -$107 0.09% 258
2019
Q3 		$219K Sell
2,057
-1
-0% -$107 0.1% 266
2019
Q2 		$219K Hold
2,058
– – 0.1% 265
2019
Q1 		$218K Sell
2,058
-173
-8% -$18.3K 0.11% 258
2018
Q4 		$235K Buy
+2,231
New +$234K 0.14% 196

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