Investment Planning Advisors’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	$738K	Buy	6,936 +1,477	+27%	+$157K	0.26%	37
2025 Q1	$576K	Buy	5,459 +1,423	+35%	+$150K	0.23%	46
2024 Q4	$426K	Sell	4,036 -338	-8%	-$35.7K	0.19%	48
2024 Q3	$457K	Hold	4,374	–	–	0.23%	47
2024 Q2	$457K	Buy	+4,374	New	+$457K	0.23%	47