Almanack Investment Partners’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
2023 Q2	–	Sell	-2,214	Closed	-$232K	–	179
2023 Q1	$232K	Sell	2,214 -500	-18%	-$52.2K	0.05%	150
2022 Q4	$283K	Buy	+2,714	New	+$281K	0.06%	138
2022 Q3	–	Sell	-3,714	Closed	-$389K	–	919
2022 Q2	$389K	Buy	3,714 +414	+13%	+$43.1K	0.04%	276
2022 Q1	$345K	Sell	3,300 -250	-7%	-$26.5K	0.03%	329
2021 Q4	$381K	Buy	3,550 +100	+3%	+$10.7K	0.03%	318
2021 Q3	$371K	Buy	+3,450	New	+$372K	0.03%	323
2020 Q1	–	Sell	-2,791	Closed	-$298K	–	300
2019 Q4	$298K	Hold	2,791	–	–	0.06%	145
2019 Q3	$297K	Hold	2,791	–	–	0.06%	159
2019 Q2	$297K	Hold	2,791	–	–	0.07%	136
2019 Q1	$296K	Hold	2,791	–	–	0.08%	106
2018 Q4	$294K	Sell	2,791 -200	-7%	-$20.9K	0.09%	116
2018 Q3	$312K	Buy	+2,991	New	+$314K	0.08%	128
2018 Q2	–	Sell	-2,991	Closed	-$314K	–	172
2018 Q1	$314K	Hold	2,991	–	–	0.12%	78
2017 Q4	$314K	Buy	+2,991	New	+$315K	0.12%	83