Peak Financial Advisors’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
-52,117
Closed -$5.35M 77
2022
Q3
$5.35M Buy
+52,117
New +$5.35M 6.58% 2