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XY Planning Network’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

XY Planning Network’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 		$336K Sell
3,156
-116
-4% -$12.3K 0.11% 132
2025
Q1 		$345K Sell
3,272
-450
-12% -$47.5K 0.23% 75
2024
Q4 		$393K Buy
+3,722
New +$393K 0.29% 63