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Centric Wealth Management’s Madison Short-Term Strategic Income ETF MSTI Stock Holding History

Centric Wealth Management’s Portfolio MSTI Stock Details MSTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$994K Sell
48,158
-950
-2% -$19.6K 0.24% 88
2025
Q1 		$1.01M Buy
49,108
+2,198
+5% +$45K 0.26% 86
2024
Q4 		$955K Buy
46,910
+3,541
+8% +$72.1K 0.26% 87
2024
Q3 		$888K Buy
+43,369
New +$888K 0.24% 87