Heritage Wealth Management (California)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Heritage Wealth Management (California)’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
2025 Q2	$358K	Hold
2025 Q1	$356K	Sell
2024 Q4	$462K	Sell
2024 Q3	$651K	Sell
2024 Q2	$817K	Sell
2024 Q1	$891K	Buy
2023 Q4	$896K	Buy