TFO Wealth Partners’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
-300
Closed -$32K 162
2021
Q4
$32K Buy
+300
New +$32K 0.01% 72
2020
Q2
Sell
-154
Closed -$16K 155
2020
Q1
$16K Sell
154
-41
-21% -$4.26K 0.01% 80
2019
Q4
$20K Buy
+195
New +$20K 0.02% 99