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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$259K	Sell	2,431 -15	-0.6%	-$1.6K	0.12%	88
2025 Q1	$258K	Sell	2,446 -2,446	-50%	-$258K	0.14%	85
2024 Q4	$516K	Buy	+4,892	New	+$516K	0.26%	56