CX Institutional’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

CX Institutional’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 Q2	$12.8M	Buy	120,284 +117,626	+4,425%	+$12.5M	0.37%	56
2026 Q1	$283K	Sell	2,658 -8,193	-76%	-$877K	0.01%	624
2025 Q4	$1.16M	Buy	10,851 +330	+3%	+$35.2K	0.03%	266
2025 Q3	$1.12M	Buy	10,521 +1,733	+20%	+$185K	0.03%	287
2025 Q2	$935K	Hold	8,788	–	–	0.03%	275
2025 Q1	$928K	Buy	+8,788	New	+$929K	0.04%	276
2022 Q3	–	Sell	-6,548	Closed	-$685K	–	1052
2022 Q2	$685K	Buy	+6,548	New	+$681K	0.05%	276

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return