Simplicity Solutions’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
Q4
$488K Sell
2023
Q3
$2.51M Buy
2023
Q2
$1.74M Sell
2023
Q1
$1.77M Buy
2022
Q4
$606K Sell
2022
Q3
$1.65M Sell
2022
Q2
$6.8M Buy
2021
Q1
Sell
2020
Q4
$505K Buy
2020
Q3
$376K Buy
2017
Q1
Sell
2016
Q4
$1M Buy