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Turtle Creek Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,283
Closed -$134K – 198
2024
Q2 		$134K Buy
+1,283
New +$134K 0.03% 162