Capasso Planning Partners’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	$297K	Sell	2,791 -264	-9%	-$28.3K	0.16%	62
2025 Q4	$326K	Sell	3,055 -1,441	-32%	-$154K	0.18%	61
2025 Q3	$480K	Sell	4,496 -635	-12%	-$67.8K	0.3%	45
2025 Q2	$546K	Sell	5,131 -600	-10%	-$63.4K	0.31%	47
2025 Q1	$605K	Buy	5,731 +48	+0.8%	+$5.07K	0.25%	63
2024 Q4	$599K	Sell	5,683 -20,665	-78%	-$2.18M	0.24%	64
2024 Q3	$2.8M	Buy	26,348 +6,292	+31%	+$664K	0.83%	20
2024 Q2	$2.1M	Sell	20,056 -779	-4%	-$81.4K	0.68%	37
2024 Q1	$2.18M	Sell	20,835 -3,880	-16%	-$407K	0.9%	21
2023 Q4	$2.61M	Sell	24,715 -4,608	-16%	-$479K	1.22%	20
2023 Q3	$3.02M	Sell	29,323 -5,669	-16%	-$588K	1.61%	16
2023 Q2	$3.64M	Buy	34,992 +725	+2%	+$75.5K	1.96%	13
2023 Q1	$3.59M	Sell	34,267 -787	-2%	-$82.2K	2.1%	13
2022 Q4	$3.66M	Buy	35,054 +5,890	+20%	+$610K	2.33%	13
2022 Q3	$2.99M	Buy	29,164 +5,212	+22%	+$544K	2.09%	15
2022 Q2	$2.51M	Buy	23,952 +4,666	+24%	+$485K	1.78%	18
2022 Q1	$2.02M	Buy	19,286 +6,212	+48%	+$657K	1.42%	17
2021 Q4	$1.4M	Buy	+13,074	New	+$1.4M	1.03%	27