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Goldstone Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Goldstone Financial 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
2026
Q1 		$213K Buy
2,004
+6
+0.3% +$642 0.02% 215
2025
Q4 		$213K Hold
1,998
– – 0.02% 212
2025
Q3 		$213K Hold
1,998
– – 0.03% 210
2025
Q2 		$212K Hold
1,998
– – 0.03% 199
2025
Q1 		$211K Hold
1,998
– – 0.03% 196
2024
Q4 		$211K Hold
1,998
– – 0.03% 194
2024
Q3 		$212K Hold
1,998
– – 0.04% 186
2024
Q2 		$209K Hold
1,998
– – 0.04% 172
2024
Q1 		$209K Hold
1,998
– – 0.05% 159
2023
Q4 		$211K Buy
+1,998
New +$208K 0.05% 153

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