Evernest Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Evernest Financial 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	$1.25M	Buy
2025 Q1	$1.11M	Buy
2024 Q4	$1.07M	Buy
2024 Q3	$1.01M	Buy
2024 Q2	$948K	Sell
2024 Q1	$987K	Buy
2023 Q4	$831K	Buy
2021 Q4	$971K	Buy