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

Centurion Wealth Management’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
Q3 		– Sell
-3,605
Closed -$383K – 316
2025
Q2 		$383K Sell
3,605
-294
-8% -$31.1K 0.11% 149
2025
Q1 		$411K Hold
3,899
– – 0.13% 123
2024
Q4 		$411K Buy
3,899
+22
+0.6% +$2.32K 0.13% 123
2024
Q3 		$412K Buy
+3,877
New +$409K 0.13% 117
2024
Q1 		$403K Buy
3,847
+10
+0.3% +$1.05K 0.16% 99
2023
Q4 		$405K Buy
3,837
+43
+1% +$4.47K 0.17% 97
2023
Q3 		$390K Buy
3,794
+13
+0.3% +$1.35K 0.19% 88
2023
Q2 		$393K Buy
3,781
+11
+0.3% +$1.15K 0.19% 94
2023
Q1 		$395K Buy
3,770
+1,605
+74% +$168K 0.2% 90
2022
Q4 		$226K Buy
+2,165
New +$224K 0.13% 133

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