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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-19,963
Closed -$2.11M 253
2025
Q1
$2.11M Sell
19,963
-23,730
-54% -$2.51M 0.04% 85
2024
Q4
$4.61M Buy
+43,693
New +$4.61M 0.08% 66