WealthPlan Investment Management’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
2023 Q1	–	Sell	-2,541	Closed	-$266K	–	565
2022 Q4	$266K	Hold	2,541	–	–	0.02%	334
2022 Q3	$265K	Buy	+2,541	New	+$265K	0.02%	316
2022 Q1	$290K	Buy	+2,800	New	+$290K	0.02%	320