Joel Adams & Associates’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
$901K Buy
8,471
+49
+0.6% +$5.21K 0.8% 23
2025
Q1
$889K Buy
8,422
+32
+0.4% +$3.38K 0.8% 21
2024
Q4
$885K Buy
+8,390
New +$885K 0.8% 20