WCFP
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White & Co Financial Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

White & Co Financial Planning’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 		$240K Sell
2,259
-52
-2% -$5.53K 0.19% 18
2025
Q1 		$244K Hold
2,311
– – 0.21% 18
2024
Q4 		$244K Buy
+2,311
New +$244K 0.21% 18