ML&R Wealth Management’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
2024
Q1
$229K Sell
2023
Q4
$689K Hold
2023
Q3
$672K Hold
2023
Q2
$680K Sell
2023
Q1
$692K Sell
2022
Q4
$1.34M Buy
2022
Q3
$1.04M Buy