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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.7K	Hold	110	–	–	﹤0.01%	1109
2025 Q1	$11.6K	Sell	110 -140	-56%	-$14.8K	﹤0.01%	993
2024 Q4	$26.4K	Buy	250 +13	+5%	+$1.37K	﹤0.01%	1316
2024 Q3	$25.1K	Sell	237 -248	-51%	-$26.3K	﹤0.01%	1240
2024 Q2	$50.7K	Buy	+485	New	+$50.7K	﹤0.01%	816