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

Legacy Wealth Management (Idaho)’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,058
Closed -$112K – 802
2024
Q3 		$112K Buy
+1,058
New +$112K 0.07% 80