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WealthShield Partners’s Schwab Municipal Bond ETF SCMB Stock Holding History

WealthShield Partners’s Portfolio SCMB Stock Details SCMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,724
Closed -$144K – 575
2025
Q2 		$144K Hold
5,724
– – 0.02% 348
2025
Q1 		$145K Hold
5,724
– – 0.02% 343
2024
Q4 		$147K Hold
5,724
– – 0.02% 311
2024
Q3 		$150K Hold
5,724
– – 0.02% 320
2024
Q2 		$147K Hold
5,724
– – 0.02% 300
2024
Q1 		$149K Buy
+5,724
New +$150K 0.02% 293

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