Philip James Wealth Mangement’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
2024 Q2	–	Sell	-3,756	Closed	-$393K	–	82
2024 Q1	$393K	Sell	3,756 -14	-0.4%	-$1.47K	0.28%	40
2023 Q4	$397K	Buy	+3,770	New	+$397K	0.31%	40