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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$521K Buy
2022
Q2
Sell
2022
Q1
$222K Hold
2021
Q4
$228K Hold
2021
Q3
$228K Hold
2021
Q2
$229K Buy