Aspen Wealth Strategies’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
Q2
$633K Buy
2025
Q1
$515K Hold
2024
Q4
$514K Buy
2024
Q3
$518K Sell
2024
Q2
$518K Buy
2024
Q1
$514K Buy
2023
Q4
$509K Buy
2023
Q3
$489K Buy
2023
Q2
$470K Hold
2023
Q1
$473K Buy