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

Wealth Group’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 		– Sell
-2,135
Closed -$225K – 146
2025
Q1 		$225K Sell
2,135
-384
-15% -$40.5K 0.15% 145
2024
Q4 		$266K Buy
2,519
+220
+10% +$23.2K 0.17% 134
2024
Q3 		$244K Buy
+2,299
New +$244K 0.16% 129