Firestone Capital Management’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	$299K	Buy	2,805 +11	+0.4%	+$1.18K	0.06%	132
2025 Q4	$298K	Buy	2,794 +350	+14%	+$37.3K	0.06%	135
2025 Q3	$261K	Buy	2,444 +15	+0.6%	+$1.6K	0.06%	141
2025 Q2	$258K	Buy	2,429 +14	+0.6%	+$1.48K	0.06%	140
2025 Q1	$255K	Buy	2,415 +9	+0.4%	+$951	0.07%	123
2024 Q4	$254K	Buy	2,406 +18	+0.8%	+$1.9K	0.06%	135
2024 Q3	$254K	Buy	2,388 +12	+0.5%	+$1.27K	0.06%	129
2024 Q2	$248K	Buy	2,376 +12	+0.5%	+$1.25K	0.07%	127
2024 Q1	$248K	Buy	2,364 +8	+0.3%	+$840	0.07%	127
2023 Q4	$248K	Buy	2,356 +15	+0.6%	+$1.56K	0.08%	111
2023 Q3	$241K	Buy	2,341 +7	+0.3%	+$726	0.08%	108
2023 Q2	$243K	Buy	2,334 +13	+0.6%	+$1.35K	0.08%	105
2023 Q1	$243K	Buy	2,321 +6	+0.3%	+$626	0.09%	102
2022 Q4	$241K	Buy	+2,315	New	+$240K	0.09%	99
2020 Q1	–	Sell	-475	Closed	-$51K	–	476
2019 Q4	$51K	Buy	+475	New	+$50.7K	0.02%	207