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Steele Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Steele Capital Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,920
Closed -$828K – 150
2024
Q2 		$828K Sell
7,920
-962
-11% -$101K 0.05% 75
2024
Q1 		$930K Sell
8,882
-190
-2% -$19.9K 0.05% 69
2023
Q4 		$956K Buy
+9,072
New +$956K 0.06% 67