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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$479K Sell
2025
Q1
$574K Hold
2024
Q4
$574K Sell
2024
Q3
$861K Hold
2024
Q2
$848K Sell
2024
Q1
$964K Buy
2023
Q4
$855K Buy