Teamwork Financial Advisors’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 Q1	–	Sell	-2,110	Closed	-$220K	–	210
2022 Q4	$220K	Sell	2,110 -2,440	-54%	-$253K	0.04%	178
2022 Q3	$467K	Buy	4,550 +179	+4%	+$18.7K	0.1%	123
2022 Q2	$458K	Buy	4,371 +1,180	+37%	+$123K	0.1%	146
2022 Q1	$334K	Sell	3,191 -4,979	-61%	-$527K	0.06%	198
2021 Q4	$877K	Buy	8,170 +564	+7%	+$60.6K	0.16%	132
2021 Q3	$818K	Buy	7,606 +979	+15%	+$106K	0.16%	111
2021 Q2	$715K	Sell	6,627 -268	-4%	-$28.9K	0.15%	118
2021 Q1	$743K	Sell	6,895 -436	-6%	-$47.1K	0.17%	111
2020 Q4	$793K	Buy	7,331 +1,079	+17%	+$116K	0.19%	98
2020 Q3	$676K	Sell	6,252 -907	-13%	-$98.1K	0.21%	98
2020 Q2	$772K	Buy	+7,159	New	+$767K	0.28%	84