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

Modern Wealth Management’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
2026 Q1	–	Sell
2025 Q4	$224K	Sell
2025 Q3	$1.8M	Buy
2025 Q2	$576K	Sell
2025 Q1	$572K	Buy
2024 Q4	$562K	Buy
2024 Q3	$353K	Buy