Wellspring Financial Advisors’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
Q2
Sell
-3,019
Closed -$316K 128
2023
Q1
$316K Hold
3,019
0.09% 81
2022
Q4
$315K Buy
+3,019
New +$315K 0.1% 80