Atria Wealth Solutions’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
2025 Q2	$1.59M	Sell	14,979 -7,761	-34%	-$820K	0.04%	479
2025 Q1	$2.4M	Sell	22,740 -36,601	-62%	-$3.87M	0.03%	564
2024 Q4	$6.26M	Buy	59,341 +26,613	+81%	+$2.81M	0.07%	293
2024 Q3	$3.48M	Buy	32,728 +1,991	+6%	+$210K	0.04%	445
2024 Q2	$3.21M	Buy	30,737 +868	+3%	+$90.7K	0.04%	465
2024 Q1	$3.13M	Sell	29,869 -5,175	-15%	-$543K	0.04%	479
2023 Q4	$3.69M	Sell	35,044 -15,354	-30%	-$1.6M	0.05%	395
2023 Q3	$5.18M	Sell	50,398 -1,004	-2%	-$104K	0.07%	282
2023 Q2	$5.35M	Buy	51,402 +1,991	+4%	+$207K	0.07%	268
2023 Q1	$5.17M	Sell	49,411 -8,167	-14%	-$853K	0.08%	255
2022 Q4	$6M	Buy	57,578 +13,913	+32%	+$1.44M	0.1%	223
2022 Q3	$4.48M	Buy	43,665 +8,913	+26%	+$930K	0.08%	252
2022 Q2	$3.64M	Sell	34,752 -15,385	-31%	-$1.6M	0.07%	297
2022 Q1	$5.25M	Buy	+50,137	New	+$5.31M	0.09%	240