Concord Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Concord Wealth Partners’s Portfolio SUB Stock Details SUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$107	Buy
2023 Q4	–	Sell
2023 Q3	$61.1K	Sell
2023 Q2	$62.5K	Buy
2023 Q1	$62.7K	Sell
2022 Q4	$63.3K	Buy
2022 Q3	–	Sell
2022 Q2	$63K	Buy
2022 Q1	$63K	Hold
2021 Q4	$65K	Buy