Creative Financial Designs’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	$790K	Sell	7,414 -192	-3%	-$20.6K	0.05%	261
2025 Q4	$812K	Sell	7,606 -2,296	-23%	-$245K	0.05%	259
2025 Q3	$1.06M	Buy	9,902 +1,225	+14%	+$131K	0.07%	223
2025 Q2	$923K	Sell	8,677 -2,240	-21%	-$237K	0.07%	229
2025 Q1	$1.15M	Buy	10,917 +480	+5%	+$50.7K	0.09%	180
2024 Q4	$1.1M	Buy	10,437 +3,937	+61%	+$416K	0.09%	188
2024 Q3	$690K	Sell	6,500 -552	-8%	-$58.2K	0.06%	242
2024 Q2	$737K	Buy	7,052 +37	+0.5%	+$3.87K	0.07%	217
2024 Q1	$735K	Sell	7,015 -3,792	-35%	-$398K	0.07%	203
2023 Q4	$1.14M	Sell	10,807 -12,734	-54%	-$1.32M	0.12%	151
2023 Q3	$2.42M	Buy	23,541 +578	+3%	+$59.9K	0.28%	75
2023 Q2	$2.39M	Buy	22,963 +2,165	+10%	+$225K	0.28%	73
2023 Q1	$2.18M	Sell	20,798 -7,934	-28%	-$828K	0.29%	77
2022 Q4	$3M	Buy	28,732 +14,902	+108%	+$1.54M	0.44%	54
2022 Q3	$1.42M	Buy	13,830 +2,121	+18%	+$221K	0.23%	84
2022 Q2	$1.23M	Buy	11,709 +11,390	+3,571%	+$1.19M	0.2%	104
2022 Q1	$33K	Sell	319 -19,511	-98%	-$2.06M	0.01%	653
2021 Q4	$2.13M	Buy	19,830 +2,839	+17%	+$305K	0.32%	71
2021 Q3	$1.83M	Buy	16,991 +1,976	+13%	+$213K	0.3%	76
2021 Q2	$1.62M	Buy	15,015 +3,537	+31%	+$381K	0.28%	77
2021 Q1	$1.24M	Buy	11,478 +1,536	+15%	+$166K	0.24%	82
2020 Q4	$1.07M	Buy	9,942 +3,740	+60%	+$404K	0.23%	84
2020 Q3	$670K	Buy	6,202 +5,470	+747%	+$591K	0.17%	112
2020 Q2	$79K	Buy	+732	New	+$78.4K	0.02%	330