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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.26M Buy
+11,808
New +$1.26M 0.12% 72
2022
Q4 		– Sell
-18,680
Closed -$1.92M – 188
2022
Q3 		$1.92M Sell
18,680
-13,688
-42% -$1.41M 0.34% 42
2022
Q2 		$3.39M Buy
+32,368
New +$3.39M 0.55% 37