Amplius Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Amplius Wealth Advisors’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 Q2	$1.26M	Buy
2022 Q4	–	Sell
2022 Q3	$1.92M	Sell
2022 Q2	$3.39M	Buy