Centurion Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$383K Sell
2025
Q1
$411K Hold
2024
Q4
$411K Buy
2024
Q3
$412K Buy
2024
Q1
$403K Buy
2023
Q4
$405K Buy
2023
Q3
$390K Buy
2023
Q2
$393K Buy
2023
Q1
$395K Buy
2022
Q4
$226K Buy