PrairieView Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

PrairieView Wealth Partners’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$306K	Sell
2024 Q4	$306K	Sell
2024 Q3	$383K	Sell
2024 Q2	$2.78M	Sell
2024 Q1	$2.86M	Buy
2023 Q4	$2.82M	Buy