Concurrent Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Concurrent Investment Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$645K	Buy
2025 Q1	$293K	Sell
2024 Q4	$493K	Buy
2024 Q3	$297K	Buy
2024 Q2	$283K	Sell
2024 Q1	$383K	Sell
2023 Q4	$836K	Buy