1834 Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$387K	Buy	+3,631	New	+$389K	0.05%	173
2025 Q4	–	Sell	-2,880	Closed	-$308K	–	212
2025 Q3	$308K	Sell	2,880 -830	-22%	-$88.6K	0.04%	190
2025 Q2	$395K	Buy	3,710 +553	+18%	+$58.4K	0.05%	175
2025 Q1	$333K	Buy	3,157 +1,186	+60%	+$125K	0.04%	178
2024 Q4	$208K	Buy	+1,971	New	+$208K	0.03%	207
2024 Q1	–	Sell	-1,914	Closed	-$202K	–	228
2023 Q4	$202K	Buy	+1,914	New	+$199K	0.02%	224
2018 Q2	–	Sell	-500	Closed	-$52K	–	466
2018 Q1	$52K	Hold	500	–	–	0.01%	272
2017 Q4	$52K	Buy	+500	New	+$52.7K	0.01%	286
2016 Q2	–	Sell	-2,000	Closed	-$212K	–	176
2016 Q1	$212K	Sell	2,000 -300	-13%	-$31.9K	0.05%	159
2015 Q4	$244K	Sell	2,300 -225	-9%	-$23.8K	0.06%	160
2015 Q3	$267K	Buy	+2,525	New	+$267K	0.07%	168