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

Octavia 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
2022
Q2 		– Sell
-1,923
Closed -$201K – 188
2022
Q1 		$201K Hold
1,923
– – 0.04% 184
2021
Q4 		$206K Hold
1,923
– – 0.04% 185
2021
Q3 		$207K Buy
+1,923
New +$207K 0.05% 177