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

Defined Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,546
Closed -$787K – 112
2022
Q4 		$787K Buy
+7,546
New +$787K 0.74% 38