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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,542	Closed	-$374K	–	103
2024 Q4	$374K	Buy	3,542 +79	+2%	+$8.34K	0.11%	60
2024 Q3	$368K	Sell	3,463 -26	-0.7%	-$2.76K	0.12%	56
2024 Q2	$365K	Buy	3,489 +51	+1%	+$5.33K	0.13%	58
2024 Q1	$360K	Buy	+3,438	New	+$360K	0.13%	56