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

Lockerman Financial Group’s Portfolio SUB Stock Details SUB Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$275K Buy
2025
Q2 		$270K Hold
2025
Q1 		$268K Buy
2023
Q3 		– Sell
2023
Q2 		$322K Buy
2023
Q1 		$313K Buy
2022
Q4 		$309K Sell
2022
Q3 		$2.56M Buy
2022
Q2 		$1.42M Buy