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

Axxcess Wealth Management’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 Q2	$492K	Buy
2025 Q1	$447K	Buy
2024 Q4	$406K	Buy
2024 Q3	$383K	Buy
2024 Q2	$328K	Buy
2023 Q3	–	Sell
2023 Q2	$403K	Sell
2023 Q1	$1.56M	Buy
2022 Q4	$1.24M	Buy
2022 Q3	$846K	Buy
2022 Q2	$484K	Buy