Cornerstone Financial Group’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	$982K	Buy	9,234 +11	+0.1%	+$1.17K	0.84%	30
2025 Q1	$973K	Sell	9,223 -2,579	-22%	-$272K	0.87%	30
2024 Q4	$1.24M	Buy	+11,802	New	+$1.24M	1.23%	23