Sax Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sax Wealth Advisors’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
2025 Q3	$1.07M	Buy
2025 Q2	$768K	Buy
2025 Q1	$512K	Buy
2024 Q4	$386K	Hold
2024 Q3	$389K	Hold
2024 Q2	$383K	Buy
2024 Q1	$222K	Buy
2023 Q2	–	Sell
2023 Q1	$220K	Hold
2022 Q4	$219K	Buy