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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$637K Sell
5,995
-963
-14% -$102K 0.07% 165
2025
Q1 		$735K Buy
+6,958
New +$735K 0.1% 141