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Atlas Legacy Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Atlas Legacy Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$314K Buy
2,957
+811
+38% +$86.2K 0.07% 143
2025
Q1 		$227K Sell
2,146
-804
-27% -$84.9K 0.06% 157
2024
Q4 		$311K Buy
+2,950
New +$311K 0.08% 139