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

Bernard Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$58.5K Sell
550
-4,187
-88% -$445K 0.03% 120
2025
Q1 		$500K Hold
4,737
– – 0.24% 41
2024
Q4 		$500K Buy
+4,737
New +$500K 0.24% 42