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

Activest Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Hold
2025
Q2 		– Hold
2025
Q1 		– Hold
2024
Q4 		– Sell
2024
Q3 		$438 Hold
2024
Q2 		$429 Hold
2024
Q1 		$428 Hold
2023
Q4 		$429 Hold
2023
Q3 		$416 Buy