AC
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AWM Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

AWM Capital’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,423
Closed -$259K – 104
2025
Q3 		$259K Buy
2,423
+4
+0.2% +$427 0.02% 87
2025
Q2 		$257K Sell
2,419
-215
-8% -$22.7K 0.03% 92
2025
Q1 		$278K Sell
2,634
-162
-6% -$17.1K 0.03% 88
2024
Q4 		$295K Sell
2,796
-643
-19% -$67.9K 0.04% 83
2024
Q3 		$365K Sell
3,439
-370
-10% -$39K 0.04% 76
2024
Q2 		$398K Sell
3,809
-3,159
-45% -$330K 0.06% 64
2024
Q1 		$730K Sell
6,968
-3,727
-35% -$391K 0.12% 46
2023
Q4 		$1.13M Buy
+10,695
New +$1.11M 0.21% 41

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