Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-294
Closed -$30.2K – 454
2023
Q3 		$30.2K Buy
+294
New +$30.2K 0.01% 221