BIP Wealth’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	$10.2M	Sell	95,672 -82,337	-46%	-$8.81M	0.41%	49
2025 Q4	$19M	Buy	178,009 +6,952	+4%	+$741K	0.67%	33
2025 Q3	$18.3M	Buy	171,057 +132,053	+339%	+$14.1M	0.9%	26
2025 Q2	$4.15M	Buy	39,004 +12,950	+50%	+$1.37M	0.26%	51
2025 Q1	$2.75M	Buy	26,054 +5,403	+26%	+$571K	0.18%	60
2024 Q4	$2.18M	Buy	20,651 +621	+3%	+$65.6K	0.15%	60
2024 Q3	$2.13M	Buy	20,030 +6,064	+43%	+$640K	0.14%	60
2024 Q2	$1.46M	Sell	13,966 -2,989	-18%	-$312K	0.12%	64
2024 Q1	$1.78M	Sell	16,955 -946	-5%	-$99.3K	0.13%	63
2023 Q4	$1.89M	Sell	17,901 -5,291	-23%	-$550K	0.15%	58
2023 Q3	$2.39M	Sell	23,192 -1,152	-5%	-$119K	0.22%	49
2023 Q2	$2.53M	Sell	24,344 -1,826	-7%	-$190K	0.21%	49
2023 Q1	$2.74M	Buy	+26,170	New	+$2.73M	0.3%	49