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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
2026
Q1 		$356K Buy
3,343
+3
+0.1% +$321 0.2% 65
2025
Q4 		$356K Hold
3,340
– – 0.23% 67
2025
Q3 		$357K Sell
3,340
-31
-0.9% -$3.31K 0.24% 66
2025
Q2 		$358K Hold
3,371
– – 0.27% 61
2025
Q1 		$356K Sell
3,371
-1,013
-23% -$107K 0.3% 61
2024
Q4 		$462K Sell
4,384
-1,743
-28% -$184K 0.39% 48
2024
Q3 		$651K Sell
6,127
-1,684
-22% -$178K 0.59% 46
2024
Q2 		$817K Sell
7,811
-700
-8% -$73.1K 0.79% 40
2024
Q1 		$891K Buy
8,511
+13
+0.2% +$1.36K 0.88% 33
2023
Q4 		$896K Buy
+8,498
New +$884K 0.97% 31

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