Pinion Investment 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
2024
Q2
Sell
-2,379
Closed -$249K 160
2024
Q1
$249K Buy
+2,379
New +$249K 0.13% 130
2023
Q4
Sell
-2,025
Closed -$208K 169
2023
Q3
$208K Buy
+2,025
New +$208K 0.14% 152