Rialto Wealth 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
$545K Buy
5,126
+25
+0.5% +$2.66K 0.15% 93
2025
Q1
$539K Buy
5,101
+33
+0.7% +$3.49K 0.17% 91
2024
Q4
$535K Buy
+5,068
New +$535K 0.18% 85