LWA
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LifeGoal Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

LifeGoal Wealth Advisors’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
Q1 		– Sell
-8,795
Closed -$928K – 68
2024
Q4 		$928K Buy
+8,795
New +$928K 1.01% 28