PrairieView Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

PrairieView Partners’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.58M	Buy	61,915 +8,210	+15%	+$873K	0.64%	21
2025 Q1	$5.67M	Sell	53,705 -7,140	-12%	-$754K	0.59%	25
2024 Q4	$6.42M	Buy	60,845 +17,462	+40%	+$1.84M	0.67%	20
2024 Q3	$4.61M	Buy	43,383 +4,159	+11%	+$442K	0.48%	29
2024 Q2	$4.1M	Buy	39,224 +2,034	+5%	+$213K	0.46%	28
2024 Q1	$3.9M	Buy	37,190 +5,388	+17%	+$564K	0.45%	30
2023 Q4	$3.35M	Buy	31,802 +29,121	+1,086%	+$3.07M	0.41%	36
2023 Q3	$275K	Sell	2,681 -504	-16%	-$51.7K	0.04%	89
2023 Q2	$331K	Sell	3,185 -12,895	-80%	-$1.34M	0.04%	91
2023 Q1	$1.68M	Buy	16,080 +177	+1%	+$18.5K	0.23%	44
2022 Q4	$1.66M	Sell	15,903 -26,530	-63%	-$2.77M	0.24%	44
2022 Q3	$4.36M	Buy	42,433 +7,730	+22%	+$794K	0.71%	25
2022 Q2	$3.63M	Sell	34,703 -17,977	-34%	-$1.88M	0.57%	30
2022 Q1	$5.51M	Buy	52,680 +11,116	+27%	+$1.16M	0.78%	25
2021 Q4	$4.46M	Buy	41,564 +22,897	+123%	+$2.46M	0.62%	30
2021 Q3	$2.01M	Sell	18,667 -2,207	-11%	-$237K	0.3%	38
2021 Q2	$2.25M	Sell	20,874 -6,175	-23%	-$666K	0.34%	38
2021 Q1	$2.92M	Buy	27,049 +5,418	+25%	+$584K	0.47%	37
2020 Q4	$2.34M	Buy	21,631 +251	+1%	+$27.1K	0.41%	38
2020 Q3	$2.31M	Sell	21,380 -978	-4%	-$106K	0.49%	33
2020 Q2	$2.41M	Sell	22,358 -5,468	-20%	-$590K	0.53%	31
2020 Q1	$2.96M	Sell	27,826 -4,640	-14%	-$493K	0.75%	24
2019 Q4	$3.47M	Sell	32,466 -7,308	-18%	-$780K	0.75%	22
2019 Q3	$4.24M	Sell	39,774 -1,689	-4%	-$180K	0.98%	21
2019 Q2	$4.42M	Buy	41,463 +1,338	+3%	+$143K	1.1%	20
2019 Q1	$4.25M	Sell	40,125 -1,124	-3%	-$119K	1.09%	22
2018 Q4	$4.35M	Buy	41,249 +4,038	+11%	+$426K	1.22%	21
2018 Q3	$3.9M	Sell	37,211 -2,365	-6%	-$248K	1.02%	23
2018 Q2	$4.16M	Buy	39,576 +30,089	+317%	+$3.16M	1.07%	21
2018 Q1	$995K	Buy	9,487 +1,496	+19%	+$157K	0.24%	36
2017 Q4	$838K	Buy	+7,991	New	+$838K	0.24%	37