UFA
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Uptown Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Uptown Financial 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
2025
Q2 		$206K Hold
1,935
– – 0.18% 67
2025
Q1 		$204K Hold
1,935
– – 0.21% 68
2024
Q4 		$204K Buy
+1,935
New +$204K 0.22% 60