Client First Capital’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
Q1
Sell
-8,332
Closed -$878K 22
2023
Q4
$878K Hold
8,332
0.64% 16
2023
Q3
$857K Buy
8,332
+2,732
+49% +$281K 0.62% 16
2023
Q2
$583K Buy
5,600
+1,035
+23% +$108K 0.43% 19
2023
Q1
$478K Buy
+4,565
New +$478K 0.37% 19