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

RWA 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
2026
Q1 		$327K Buy
3,066
+8
+0.3% +$856 ﹤0.01% 524
2025
Q4 		$326K Buy
+3,058
New +$326K ﹤0.01% 508
2022
Q4 		– Sell
-23,196
Closed -$2.38M – 273
2022
Q3 		$2.38M Buy
23,196
+3,835
+20% +$400K 0.17% 86
2022
Q2 		$2.03M Buy
+19,361
New +$2.01M 0.14% 93
2020
Q3 		– Sell
-4,315
Closed -$465K – 232
2020
Q2 		$465K Hold
4,315
– – 0.06% 150
2020
Q1 		$459K Buy
+4,315
New +$459K 0.07% 140
2017
Q3 		– Sell
-2,181
Closed -$231K – 243
2017
Q2 		$231K Buy
+2,181
New +$231K 0.03% 173

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