Aptus Capital 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	$1.62M	Sell	15,168 -2,048	-12%	-$219K	0.01%	507
2025 Q4	$1.84M	Buy	17,216 +5,610	+48%	+$598K	0.02%	463
2025 Q3	$1.24M	Sell	11,606 -357	-3%	-$38.1K	0.01%	517
2025 Q2	$1.27M	Sell	11,963 -1,271	-10%	-$134K	0.01%	492
2025 Q1	$1.4M	Sell	13,234 -11,628	-47%	-$1.23M	0.02%	450
2024 Q4	$2.62M	Buy	24,862 +14,935	+150%	+$1.58M	0.03%	356
2024 Q3	$1.05M	Sell	9,927 -7,141	-42%	-$753K	0.02%	400
2024 Q2	$1.78M	Sell	17,068 -22,734	-57%	-$2.38M	0.03%	308
2024 Q1	$4.17M	Buy	39,802 +39,286	+7,614%	+$4.12M	0.09%	200
2023 Q4	$54.4K	Buy	516 +231	+81%	+$24K	﹤0.01%	673
2023 Q3	$29.3K	Hold	285	–	–	﹤0.01%	726
2023 Q2	$29.7K	Hold	285	–	–	﹤0.01%	624
2023 Q1	$29.8K	Sell	285 -665	-70%	-$69.4K	﹤0.01%	600
2022 Q4	$99.1K	Buy	+950	New	+$98.3K	﹤0.01%	534