Legacy Financial Strategies’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	$315K	Buy	2,959 +4	+0.1%	+$428	0.06%	109
2025 Q4	$315K	Buy	2,955 +10	+0.3%	+$1.07K	0.06%	105
2025 Q3	$314K	Buy	2,945 +7	+0.2%	+$747	0.06%	100
2025 Q2	$312K	Buy	2,938 +6	+0.2%	+$634	0.06%	95
2025 Q1	$310K	Buy	2,932 +3	+0.1%	+$317	0.07%	86
2024 Q4	$309K	Sell	2,929 -293	-9%	-$30.9K	0.07%	90
2024 Q3	$342K	Sell	3,222 -357	-10%	-$37.7K	0.08%	82
2024 Q2	$374K	Sell	3,579 -250	-7%	-$26.1K	0.09%	68
2024 Q1	$401K	Buy	3,829 +2	+0.1%	+$210	0.1%	62
2023 Q4	$403K	Buy	3,827 +484	+14%	+$50.3K	0.12%	58
2023 Q3	$347K	Sell	3,343 -1,246	-27%	-$129K	0.11%	59
2023 Q2	$477K	Sell	4,589 -2,787	-38%	-$290K	0.16%	56
2023 Q1	$772K	Buy	7,376 +2,182	+42%	+$228K	0.29%	45
2022 Q4	$542K	Buy	+5,194	New	+$538K	0.22%	49