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Shared Vision Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Shared Vision Wealth Group’s Portfolio SUB Stock Details SUB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,038
Closed -$213K – 79
2024
Q1 		$213K Sell
2,038
-452
-18% -$47.3K 0.13% 71
2023
Q4 		$263K Buy
+2,490
New +$263K 0.18% 60