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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.81M Sell
2025
Q2
$5.43M Buy
2025
Q1
$2.99M Buy
2024
Q4
$2.64M Buy
2024
Q3
$2.59M Sell
2024
Q2
$53.9M Buy
2024
Q1
$53.7M Buy
2023
Q4
$50.6M Buy
2023
Q3
$43M Sell
2023
Q2
$43.8M Buy
2023
Q1
$43.2M Buy
2022
Q4
$38M Buy
2022
Q3
$35.6M Buy
2022
Q2
$23.9M Buy