Avid Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.28M	Buy	12,072 +2,750	+30%	+$292K	0.73%	23
2025 Q1	$984K	Buy	9,322 +4,002	+75%	+$423K	0.67%	24
2024 Q4	$561K	Sell	5,320 -3,758	-41%	-$396K	0.4%	27
2024 Q3	$964K	Buy	9,078 +7,113	+362%	+$755K	0.68%	21
2024 Q2	$205K	Buy	+1,965	New	+$205K	0.16%	38