CWMK
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Caliber Wealth Management (Kansas)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Caliber Wealth Management (Kansas)’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 		$637K Sell
2025
Q1 		$735K Buy