Guidance Point Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$240K Sell
2022
Q3
$1.01M Sell
2022
Q2
$1.38M Buy
2022
Q1
$1.16M Buy
2021
Q4
$1.11M Buy
2021
Q3
$947K Buy
2021
Q2
$901K Buy
2021
Q1
$896K Buy
2020
Q4
$744K Buy
2020
Q3
$378K Sell
2020
Q2
$757K Buy
2020
Q1
$743K Sell
2019
Q4
$780K Buy
2019
Q3
$777K Buy
2019
Q2
$774K Buy
2019
Q1
$767K Buy
2018
Q4
$760K Buy