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

BWM Planning’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	$775K	Sell
2025 Q1	$774K	Buy
2024 Q4	$690K	Buy