Partners in Financial Planning’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
Q2
$9.72M Buy
2025
Q1
$8.9M Sell
2024
Q4
$8.96M Sell
2024
Q3
$9.18M Buy
2024
Q2
$8.53M Sell
2024
Q1
$8.61M Buy
2023
Q4
$8.43M Sell
2023
Q3
$8.77M Buy
2023
Q2
$8.25M Buy
2023
Q1
$7.36M Sell
2022
Q4
$7.45M Buy
2022
Q3
$2.64M Buy
2022
Q2
$1.09M Buy