GWANC
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Guardian Wealth Advisors (North Carolina)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13K Hold
122
– – ﹤0.01% 469
2025
Q1 		$12.9K Sell
122
-130
-52% -$13.7K ﹤0.01% 449
2024
Q4 		$26.6K Buy
+252
New +$26.6K ﹤0.01% 399