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

Ridgecrest Wealth Partners’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$223K	Sell
2022 Q1	$520K	Sell
2021 Q4	$4.21M	Buy
2021 Q3	$3.45M	Buy
2021 Q2	$2.09M	Buy