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	-2,300	Closed	-$240K	–	81
2022 Q4	$240K	Sell	2,300 -7,464	-76%	-$773K	0.1%	70
2022 Q3	$1.01M	Sell	9,764 -3,380	-26%	-$353K	0.46%	39
2022 Q2	$1.38M	Buy	13,144 +2,022	+18%	+$210K	0.59%	35
2022 Q1	$1.16M	Buy	11,122 +799	+8%	+$84.6K	0.44%	40
2021 Q4	$1.11M	Buy	10,323 +1,514	+17%	+$163K	0.4%	36
2021 Q3	$947K	Buy	8,809 +448	+5%	+$48.3K	0.35%	37
2021 Q2	$901K	Buy	8,361 +48	+0.6%	+$5.17K	0.35%	38
2021 Q1	$896K	Buy	8,313 +1,428	+21%	+$154K	0.37%	38
2020 Q4	$744K	Buy	6,885 +3,386	+97%	+$365K	0.34%	42
2020 Q3	$378K	Sell	3,499 -3,525	-50%	-$381K	0.21%	54
2020 Q2	$757K	Buy	7,024 +26	+0.4%	+$2.78K	0.42%	41
2020 Q1	$743K	Sell	6,998 -309	-4%	-$32.9K	0.48%	39
2019 Q4	$780K	Buy	7,307 +10	+0.1%	+$1.07K	0.38%	36
2019 Q3	$777K	Buy	7,297 +28	+0.4%	+$2.99K	0.43%	35
2019 Q2	$774K	Buy	7,269 +30	+0.4%	+$3.18K	0.44%	35
2019 Q1	$767K	Buy	7,239 +20	+0.3%	+$2.11K	0.45%	35
2018 Q4	$760K	Buy	+7,219	New	+$756K	0.49%	35