Cornerstone Planning Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cornerstone Planning Group’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
2025 Q3	$23.4K	Buy
2025 Q2	$5.79K	Sell
2025 Q1	$9.04K	Buy
2024 Q1	–	Sell
2023 Q4	$26.9K	Sell
2023 Q3	$62.7K	Sell
2023 Q2	$160K	Buy
2022 Q4	$189K	Buy