Life Planning Partners’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
2025
Q3
$5.68M Buy
2025
Q2
$5.47M Sell
2025
Q1
$5.9M Sell
2024
Q4
$5.97M Buy
2024
Q3
$5.69M Sell
2024
Q2
$6.57M Sell
2024
Q1
$6.93M Sell
2023
Q4
$7.5M Buy
2022
Q3
$7.93M Buy
2022
Q2
$6.12M Buy
2022
Q1
$5.83M Buy
2021
Q4
$5.87M Buy