Melone Private Wealth’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
2022
Q4
Sell
-2,250
Closed -$232K 56
2022
Q3
$232K Buy
2,250
+1
+0% +$103 0.2% 54
2022
Q2
$235K Buy
2,249
+2
+0.1% +$209 0.2% 54
2022
Q1
$233K Sell
2,247
-548
-20% -$56.8K 0.19% 57
2021
Q4
$300K Buy
+2,795
New +$300K 0.23% 56