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

Hassell Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,733
Closed -$1.93M – 19
2023
Q3 		$1.93M Hold
18,733
– – 1.4% 13
2023
Q2 		$1.95M Hold
18,733
– – 1.34% 13
2023
Q1 		$1.96M Hold
18,733
– – 1.44% 13
2022
Q4 		$1.96M Buy
+18,733
New +$1.96M 1.47% 13