HBK Sorce Advisory’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
2023
Q1
Sell
-3,110
Closed -$324K 796
2022
Q4
$324K Buy
3,110
+1,023
+49% +$107K 0.01% 530
2022
Q3
$214K Buy
+2,087
New +$214K 0.01% 442