Relaxing Retirement Coach’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$279K	Hold	2,681	–	–	0.08%	63
2023 Q1	$281K	Hold	2,681	–	–	0.09%	54
2022 Q4	$280K	Buy	+2,681	New	+$277K	0.1%	56
2022 Q3	–	Sell	-2,147	Closed	-$225K	–	60
2022 Q2	$225K	Sell	2,147 -2,911	-58%	-$303K	0.11%	50
2022 Q1	$529K	Sell	5,058 -11,475	-69%	-$1.21M	0.27%	36
2021 Q4	$1.77M	Sell	16,533 -22,133	-57%	-$2.38M	1.02%	24
2021 Q3	$4.16M	Buy	38,666 +794	+2%	+$85.6K	3.41%	10
2021 Q2	$4.08M	Sell	37,872 -1,143	-3%	-$123K	3.47%	10
2021 Q1	$4.21M	Buy	39,015 +2,254	+6%	+$243K	4.81%	7
2020 Q4	$3.97M	Sell	36,761 -35,261	-49%	-$3.81M	4.34%	6
2020 Q3	$7.79M	Buy	72,022 +33,682	+88%	+$3.64M	3.4%	7
2020 Q2	$4.13M	Buy	38,340 +5,850	+18%	+$626K	2.91%	12
2020 Q1	$3.46M	Sell	32,490 -1,090	-3%	-$116K	2.13%	24
2019 Q4	$3.58M	Sell	33,580 -595	-2%	-$63.5K	1.05%	28
2019 Q3	$3.64M	Sell	34,175 -244	-0.7%	-$26.1K	1.12%	28
2019 Q2	$3.67M	Sell	34,419 -45	-0.1%	-$4.77K	1.12%	28
2019 Q1	$3.65M	Sell	34,464 -1,007	-3%	-$106K	1.14%	28
2018 Q4	$3.74M	Sell	35,471 -2,371	-6%	-$248K	1.27%	27
2018 Q3	$3.96M	Sell	37,842 -300	-0.8%	-$31.5K	1.19%	27
2018 Q2	$4M	Sell	38,142 -52	-0.1%	-$5.44K	1.24%	28
2018 Q1	$4M	Buy	38,194 +240	+0.6%	+$25.2K	1.27%	32
2017 Q4	$3.98M	Buy	+37,954	New	+$4M	1.29%	30