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

Connectus Wealth’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.99M Sell
28,524
-9,250
-24% -$969K 0.08% 153
2023
Q4 		$3.98M Sell
37,774
-7,786
-17% -$821K 0.08% 186
2023
Q3 		$4.69M Buy
+45,560
New +$4.69M 0.1% 172