Angeles Wealth Management’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	$2.15M	Sell	20,218 -17,897	-47%	-$1.92M	0.12%	75
2025 Q4	$4.07M	Sell	38,115 -6,919	-15%	-$737K	0.22%	45
2025 Q3	$4.81M	Sell	45,034 -6,067	-12%	-$648K	0.29%	37
2025 Q2	$5.43M	Buy	51,101 +22,827	+81%	+$2.41M	0.37%	31
2025 Q1	$2.99M	Buy	28,274 +3,223	+13%	+$341K	0.25%	43
2024 Q4	$2.64M	Buy	25,051 +651	+3%	+$68.8K	0.22%	44
2024 Q3	$2.59M	Sell	24,400 -490,794	-95%	-$51.8M	0.22%	41
2024 Q2	$53.9M	Buy	515,194 +2,205	+0.4%	+$230K	5.06%	6
2024 Q1	$53.7M	Buy	512,989 +32,880	+7%	+$3.45M	5.37%	6
2023 Q4	$50.6M	Buy	480,109 +62,471	+15%	+$6.5M	6.17%	6
2023 Q3	$43M	Sell	417,638 -3,209	-0.8%	-$333K	6.07%	6
2023 Q2	$43.8M	Buy	420,847 +8,117	+2%	+$845K	5.97%	5
2023 Q1	$43.2M	Buy	412,730 +48,760	+13%	+$5.09M	6.43%	4
2022 Q4	$38M	Buy	363,970 +16,810	+5%	+$1.74M	6.64%	3
2022 Q3	$35.6M	Buy	347,160 +119,190	+52%	+$12.4M	7.06%	4
2022 Q2	$23.9M	Buy	+227,970	New	+$23.7M	4.77%	5