BWA
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Beam Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Beam Wealth Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-13,930
Closed -$1.48M – 163
2020
Q1 		$1.48M Sell
13,930
-706
-5% -$75.1K 1.47% 15
2019
Q4 		$1.56M Buy
+14,636
New +$1.56M 1.46% 12