Brewster Financial Planning’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	$1.66M	Buy	15,596 +1,500	+11%	+$160K	1.12%	9
2025 Q1	$1.49M	Buy	14,096 +3,991	+39%	+$421K	1.1%	9
2024 Q4	$1.07M	Buy	10,105 +5,684	+129%	+$600K	0.81%	10
2024 Q3	$469K	Buy	4,421 +2,502	+130%	+$266K	0.36%	13
2024 Q2	$201K	Buy	+1,919	New	+$201K	0.17%	19