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

Quotient Wealth Partners’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,052
Closed -$322K – 315
2023
Q4 		$322K Buy
+3,052
New +$322K 0.01% 216