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

TSA Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,392
Closed -$252K – 76
2024
Q4 		$252K Buy
2,392
+79
+3% +$8.33K 0.1% 57
2024
Q3 		$246K Buy
+2,313
New +$246K 0.1% 57