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

Caliber Wealth Management (Utah)’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,762
Closed -$705K – 85
2022
Q4 		$705K Buy
+6,762
New +$705K 0.54% 52