Financial Management Professionals’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Management Professionals’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	$2.24K	Buy	+21	New	+$2.23K	﹤0.01%	780
2025 Q4	–	Sell	-844	Closed	-$90.1K	–	1026
2025 Q3	$90.1K	Hold	844	–	–	0.01%	211
2025 Q2	$89.8K	Buy	+844	New	+$89.2K	0.01%	199
2023 Q2	–	Sell	-8,501	Closed	-$890K	–	1099
2023 Q1	$890K	Buy	8,501 +8,213	+2,852%	+$857K	0.17%	47
2022 Q4	$30K	Buy	+288	New	+$29.8K	0.01%	300
2022 Q3	–	Sell	-8,725	Closed	-$913K	–	1103
2022 Q2	$913K	Sell	8,725 -2,225	-20%	-$231K	0.22%	43
2022 Q1	$1.15M	Buy	+10,950	New	+$1.16M	0.25%	40
2020 Q1	–	Sell	-300	Closed	-$32K	–	362
2019 Q4	$32K	Sell	300 -100	-25%	-$10.7K	0.01%	126
2019 Q3	$43K	Hold	400	–	–	0.02%	105
2019 Q2	$43K	Hold	400	–	–	0.02%	106
2019 Q1	$42K	Hold	400	–	–	0.02%	98
2018 Q4	$42K	Hold	400	–	–	0.03%	89
2018 Q3	$42K	Hold	400	–	–	0.02%	97
2018 Q2	$42K	Hold	400	–	–	0.02%	101
2018 Q1	$42K	Buy	+400	New	+$42K	0.02%	101

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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