Beverly Hills Private Wealth’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Beverly Hills Private Wealth’s Portfolio DTF Stock Details DTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.5M	Buy
2025 Q1	$3.43M	Buy
2024 Q4	$2.79M	Buy
2024 Q3	$1.14M	Buy
2024 Q2	$641K	Buy
2024 Q1	$307K	Buy