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

Levy Wealth Management Group’s Portfolio SUB Stock Details SUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$386K	Sell
2024 Q1	$518K	Hold
2023 Q4	$518K	Buy
2023 Q3	$503K	Sell
2023 Q2	$561K	Sell
2023 Q1	$1.1M	Sell
2022 Q4	$1.25M	Buy
2022 Q3	$428K	Buy