AEPWM
Atlantic Edge Private Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
1,300
| – | – | 0.04% | 149 |
|
|
2025
Q1 | $137K | Hold |
1,300
| – | – | 0.04% | 142 |
|
|
2024
Q4 | $137K | Hold |
1,300
| – | – | 0.04% | 145 |
|
|
2024
Q3 | $138K | Hold |
1,300
| – | – | 0.04% | 144 |
|
|
2024
Q2 | $136K | Hold |
1,300
| – | – | 0.05% | 143 |
|
|
2024
Q1 | $136K | Hold |
1,300
| – | – | 0.05% | 145 |
|
|
2023
Q4 | $137K | Buy |
+1,300
| New | +$137K | 0.06% | 140 |
|