Caldwell Trust’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Caldwell Trust’s Portfolio SUB Stock Details SUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$21.4K	Buy
2023 Q4	–	Sell
2023 Q3	$40.1K	Hold
2023 Q2	$40.6K	Sell
2023 Q1	$128K	Buy