Summit Wealth & Retirement Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,188	Closed	-$450K	–	107
2021 Q4	$450K	Buy	+4,188	New	+$450K	0.15%	67