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BWM Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

BWM Planning’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$775K Sell
7,285
-49
-0.7% -$5.21K 0.27% 47
2025
Q1 		$774K Buy
7,334
+792
+12% +$83.6K 0.33% 45
2024
Q4 		$690K Buy
+6,542
New +$690K 0.3% 49