L. Roy Papp & Associates’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	$783K	Buy	7,350 +2,000	+37%	+$214K	0.09%	104
2025 Q4	$571K	Buy	5,350 +1,000	+23%	+$107K	0.06%	122
2025 Q3	$464K	Hold	4,350	–	–	0.05%	134
2025 Q2	$463K	Hold	4,350	–	–	0.05%	128
2025 Q1	$459K	Hold	4,350	–	–	0.06%	129
2024 Q4	$459K	Hold	4,350	–	–	0.05%	130
2024 Q3	$462K	Hold	4,350	–	–	0.06%	129
2024 Q2	$455K	Hold	4,350	–	–	0.06%	127
2024 Q1	$456K	Hold	4,350	–	–	0.05%	127
2023 Q4	$459K	Sell	4,350 -300	-6%	-$31.2K	0.06%	124
2023 Q3	$478K	Hold	4,650	–	–	0.06%	116
2023 Q2	$484K	Hold	4,650	–	–	0.06%	122
2023 Q1	$487K	Hold	4,650	–	–	0.07%	119
2022 Q4	$485K	Hold	4,650	–	–	0.07%	118
2022 Q3	$477K	Buy	+4,650	New	+$485K	0.07%	117