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

Summit Wealth Group’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-55,062
Closed -$1K – 236
2023
Q1 		$1K Buy
+55,062
New +$1K 0.02% 143