Pasadena Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Pasadena Private Wealth’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	$243K	Sell
2025 Q4	$9.08M	Buy
2025 Q3	$9.08M	Buy
2020 Q1	–	Sell
2019 Q4	$684K	Sell
2019 Q3	$783K	Buy
2019 Q2	$778K	Buy
2019 Q1	$457K	Buy
2018 Q4	$276K	Buy