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

Apex Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.76M Sell
35,345
-78
-0.2% -$8.29K 3.02% 13
2025
Q1 		$3.74M Buy
35,423
+13,346
+60% +$1.41M 3.36% 9
2024
Q4 		$2.33M Buy
+22,077
New +$2.33M 2.01% 20