CFO
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CVA Family Office’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

CVA Family Office’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
2026
Q1 		$914K Sell
8,580
-22
-0.3% -$2.35K 0.1% 119
2025
Q4 		$918K Sell
8,602
-819
-9% -$87.3K 0.11% 113
2025
Q3 		$1.01M Buy
9,421
+75
+0.8% +$8.01K 0.13% 103
2025
Q2 		$994K Hold
9,346
– – 0.14% 102
2025
Q1 		$987K Buy
9,346
+3,187
+52% +$337K 0.15% 98
2024
Q4 		$650K Buy
6,159
+3,514
+133% +$371K 0.1% 126
2024
Q3 		$281K Buy
2,645
+730
+38% +$77K 0.05% 213
2024
Q2 		$200K Buy
1,915
+1,715
+858% +$179K 0.04% 242
2024
Q1 		$20.9K Buy
+200
New +$21K ﹤0.01% 632
2021
Q3 		– Sell
-1,160
Closed -$125K – 818
2021
Q2 		$125K Buy
+1,160
New +$125K 0.04% 209

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Creative Planning
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Citigroup
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CAPTRUST Financial Advisors
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