KW
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Keyvantage Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Keyvantage Wealth’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 		$286K Sell
2,685
-628
-19% -$66.8K 0.13% 76
2025
Q1 		$350K Sell
3,313
-1,877
-36% -$198K 0.17% 71
2024
Q4 		$547K Buy
+5,190
New +$547K 0.39% 44