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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$369K Buy
3,496
+174
+5% +$18.4K 0.18% 57
2024
Q3
$353K Buy
3,322
+818
+33% +$86.9K 0.17% 57
2024
Q2
$262K Sell
2,504
-130
-5% -$13.6K 0.13% 58
2024
Q1
$276K Buy
2,634
+21
+0.8% +$2.2K 0.14% 57
2023
Q4
$275K Buy
+2,613
New +$275K 0.14% 54