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

Generations Wealth LLC’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$603K Buy
5,662
+2,752
+95% +$295K 0.59% 21
2025
Q4 		$310K Buy
+2,910
New +$310K 0.32% 24

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