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WealthPLAN Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

WealthPLAN Partners’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,769
Closed -$184K – 1063
2023
Q2 		$184K Sell
1,769
-185
-9% -$19.3K 0.03% 305
2023
Q1 		$205K Sell
1,954
-587
-23% -$61.3K 0.02% 302
2022
Q4 		$265K Buy
+2,541
New +$263K 0.02% 334
2022
Q1 		$290K Sell
2,800
-620
-18% -$65.6K 0.02% 320
2021
Q4 		$363K Hold
3,420
– – 0.02% 291
2021
Q3 		$367K Hold
3,420
– – 0.02% 292
2021
Q2 		$369K Sell
3,420
-1,028
-23% -$111K 0.03% 267
2021
Q1 		$479K Buy
4,448
+259
+6% +$27.9K 0.04% 233
2020
Q4 		$453K Hold
4,189
– – 0.04% 228
2020
Q3 		$452K Hold
4,189
– – 0.04% 208
2020
Q2 		$454K Buy
+4,189
New +$449K 0.05% 196

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