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

Wealth Effects’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
Q2 		$259K Sell
2,437
-225
-8% -$23.9K 0.1% 170
2025
Q1 		$281K Hold
2,662
– – 0.12% 145
2024
Q4 		$281K Buy
+2,662
New +$281K 0.1% 163