MFGM
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Marshall Financial Group (Maryland)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Marshall Financial Group (Maryland)’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 		$442K Buy
4,160
+448
+12% +$47.6K 0.09% 190
2025
Q1 		$392K Buy
+3,712
New +$392K 0.09% 173