BCGM 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	$408K	Buy	3,830 +4	+0.1%	+$428	0.1%	120
2025 Q4	$408K	Sell	3,826 -317	-8%	-$33.8K	0.1%	118
2025 Q3	$442K	Buy	4,143 +17	+0.4%	+$1.81K	0.12%	115
2025 Q2	$439K	Sell	4,126 -207	-5%	-$21.9K	0.12%	111
2025 Q1	$458K	Sell	4,333 -265	-6%	-$28K	0.14%	102
2024 Q4	$485K	Buy	4,598 +238	+5%	+$25.1K	0.15%	98
2024 Q3	$463K	Sell	4,360 -23	-0.5%	-$2.43K	0.15%	98
2024 Q2	$458K	Sell	4,383 -478	-10%	-$49.9K	0.16%	98
2024 Q1	$509K	Buy	4,861 +9	+0.2%	+$945	0.18%	89
2023 Q4	$512K	Buy	4,852 +16	+0.3%	+$1.66K	0.21%	77
2023 Q3	$497K	Sell	4,836 -737	-13%	-$76.4K	0.23%	69
2023 Q2	$580K	Buy	5,573 +1,851	+50%	+$193K	0.26%	66
2023 Q1	$390K	Sell	3,722 -3,451	-48%	-$360K	0.2%	76
2022 Q4	$748K	Buy	7,173 +761	+12%	+$78.8K	0.36%	60
2022 Q3	$658K	Sell	6,412 -2,411	-27%	-$252K	0.33%	60
2022 Q2	$930K	Buy	8,823 +648	+8%	+$67.4K	0.47%	48
2022 Q1	$848K	Sell	8,175 -360	-4%	-$38.1K	0.46%	51
2021 Q4	$916K	Buy	8,535 +35	+0.4%	+$3.76K	0.49%	49
2021 Q3	$913K	Sell	8,500 -146	-2%	-$15.7K	0.51%	50
2021 Q2	$934K	Sell	8,646 -34	-0.4%	-$3.67K	0.55%	41
2021 Q1	$937K	Sell	8,680 -34	-0.4%	-$3.67K	0.64%	36
2020 Q4	$942K	Buy	+8,714	New	+$940K	0.67%	29