One Wealth Management Investment & Advisory Services’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
2024 Q3	–	Sell	-4,816	Closed	-$504K	–	120
2024 Q2	$504K	Buy	4,816 +26	+0.5%	+$2.72K	0.2%	65
2024 Q1	$502K	Buy	4,790 +538	+13%	+$56.3K	0.21%	67
2023 Q4	$448K	Buy	+4,252	New	+$448K	0.2%	76