HIA
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Harbor Investment Advisory’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Harbor Investment Advisory’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 		$9.48K Hold
89
– – ﹤0.01% 1052
2026
Q1 		$9.48K Sell
89
-145
-62% -$15.5K ﹤0.01% 915
2025
Q4 		$25K Buy
234
+20
+9% +$2.13K ﹤0.01% 786
2025
Q3 		$22.9K Hold
214
– – ﹤0.01% 772
2025
Q2 		$22.8K Buy
214
+16
+8% +$1.69K ﹤0.01% 768
2025
Q1 		$20.9K Hold
198
– – ﹤0.01% 764
2024
Q4 		$20.9K Buy
198
+145
+274% +$15.3K ﹤0.01% 745
2024
Q3 		$5.63K Hold
53
– – ﹤0.01% 966
2024
Q2 		$5.54K Hold
53
– – ﹤0.01% 956
2024
Q1 		$5.55K Hold
53
– – ﹤0.01% 960
2023
Q4 		$5.59K Hold
53
– – ﹤0.01% 922
2023
Q3 		$5.45K Hold
53
– – ﹤0.01% 904
2023
Q2 		$5.51K Hold
53
– – ﹤0.01% 1117
2023
Q1 		$5.55K Hold
53
– – ﹤0.01% 1117
2022
Q4 		$5.53K Hold
53
– – ﹤0.01% 1097
2022
Q3 		$5K Sell
53
-103
-66% -$10.8K ﹤0.01% 1145
2022
Q2 		$16K Buy
156
+53
+51% +$5.51K ﹤0.01% 952
2022
Q1 		$11K Hold
103
– – ﹤0.01% 1043
2021
Q4 		$11K Hold
103
– – ﹤0.01% 1043
2021
Q3 		$11K Hold
103
– – ﹤0.01% 1046
2021
Q2 		$11K Hold
103
– – ﹤0.01% 1006
2021
Q1 		$11K Buy
+103
New +$11.1K ﹤0.01% 974
2020
Q2 		– Sell
-4
Closed – – 1220
2020
Q1 		$0 Buy
+4
New +$425 ﹤0.01% 1174

Other funds holding SUB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return