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

Evergreen Wealth Solutions’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,951
Closed -$206K – 117
2024
Q4 		$206K Buy
+1,951
New +$206K 0.14% 97
2022
Q2 		– Sell
-4,250
Closed -$445K – 109
2022
Q1 		$445K Buy
+4,250
New +$445K 0.43% 51