LWP
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Legacy Wealth Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Legacy Wealth Planning’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,935
Closed -$202K – 105
2022
Q1 		$202K Sell
1,935
-15
-0.8% -$1.57K 0.24% 96
2021
Q4 		$209K Sell
1,950
-844
-30% -$90.5K 0.24% 91
2021
Q3 		$301K Buy
+2,794
New +$301K 0.34% 61