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Tanglewood Legacy Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Tanglewood Legacy Advisors’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
Q1 		– Sell
-4,479
Closed -$472K – 301
2023
Q4 		$472K Hold
4,479
– – 0.26% 54
2023
Q3 		$461K Hold
4,479
– – 0.28% 51
2023
Q2 		$466K Hold
4,479
– – 0.27% 50
2023
Q1 		$469K Buy
+4,479
New +$469K 0.3% 45