Abundance Wealth Counselors’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	$13.2M	Buy	123,854 +6,389	+5%	+$684K	1.89%	10
2025 Q4	$12.5M	Buy	117,465 +5,881	+5%	+$627K	2.12%	10
2025 Q3	$11.9M	Sell	111,584 -11,955	-10%	-$1.28M	2.04%	9
2025 Q2	$13.1M	Sell	123,539 -382	-0.3%	-$40.4K	2.46%	6
2025 Q1	$13.1M	Buy	123,921 +2,420	+2%	+$256K	2.74%	7
2024 Q4	$12.8M	Buy	121,501 +18,721	+18%	+$1.98M	2.79%	7
2024 Q3	$10.9M	Buy	+102,780	New	+$10.8M	2.26%	9
2024 Q2	–	Sell	-66,965	Closed	-$7.01M	–	136
2024 Q1	$7.01M	Buy	66,965 +3,693	+6%	+$388K	1.61%	11
2023 Q4	$6.67M	Buy	63,272 +2,512	+4%	+$261K	1.73%	11
2023 Q3	$6.25M	Buy	+60,760	New	+$6.3M	1.79%	10
2023 Q1	–	Sell	-2,058	Closed	-$215K	–	157
2022 Q4	$215K	Buy	+2,058	New	+$213K	0.06%	134