TWM
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Thrive Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Thrive Wealth Management’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
2024
Q1 		– Sell
2023
Q4 		$1.92M Buy