Certified Advisory Corp’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,378
Closed -$249K 303
2024
Q2
$249K Buy
2,378
+459
+24% +$48K 0.03% 253
2024
Q1
$201K Buy
+1,919
New +$201K 0.03% 257