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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$908K Hold
8,541
0.28% 77
2025
Q1
$902K Hold
8,541
0.32% 71
2024
Q4
$901K Buy
+8,541
New +$901K 0.3% 72