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Pinnacle Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Pinnacle Private Wealth’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		$278K Sell
2,660
-200
-7% -$20.9K 0.11% 209
2022
Q1 		$299K Hold
2,860
– – 0.09% 224
2021
Q4 		$307K Buy
+2,860
New +$307K 0.1% 208