Tolleson Wealth Management, Inc. ISHARES HIGH YIELD MUNI ACTIVE ETF Transaction History

Tolleson Wealth Management, Inc.

  • $556 Million
  • Q2 2025
Number of Shares
464,974
Previous 464,974 -0.0%
Holding current value
$0
Previous $22.6 Million 100.0%
% of portfolio
0.0%
Previous 3.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
52,581 Added 12.75%
464,974 $22.6 Million
Q1 2025

Aug 27, 2025
SELL
N/A
-52,581 Reduced 11.31%
412,393 $0
Q1 2025

May 15, 2025
BUY
N/A
412,393 New
412,393 $20.4 Million
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