9258 Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

9258 Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$245K	Buy
2023 Q4	$243K	Sell
2023 Q3	$287K	Sell
2023 Q2	$297K	Sell
2023 Q1	$304K	Buy
2022 Q4	$297K	Buy
2022 Q3	$266K	Buy
2020 Q1	–	Sell
2019 Q4	$228K	Buy