Madison Wealth Partners’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	$518K	Buy	4,867 +462	+10%	+$49.4K	0.08%	110
2025 Q4	$470K	Sell	4,405 -661	-13%	-$70.4K	0.09%	102
2025 Q3	$541K	Buy	5,066 +372	+8%	+$39.7K	0.11%	85
2025 Q2	$499K	Sell	4,694 -99	-2%	-$10.5K	0.11%	85
2025 Q1	$506K	Buy	4,793 +4	+0.1%	+$423	0.13%	78
2024 Q4	$505K	Sell	4,789 -516	-10%	-$54.5K	0.14%	78
2024 Q3	$563K	Buy	5,305 +89	+2%	+$9.39K	0.17%	73
2024 Q2	$545K	Sell	5,216 -1,533	-23%	-$160K	0.19%	66
2024 Q1	$707K	Buy	6,749 +103	+2%	+$10.8K	0.26%	55
2023 Q4	$701K	Buy	6,646 +28	+0.4%	+$2.91K	0.28%	48
2023 Q3	$681K	Sell	6,618 -179	-3%	-$18.6K	0.34%	34
2023 Q2	$707K	Buy	6,797 +243	+4%	+$25.3K	0.33%	34
2023 Q1	$686K	Sell	6,554 -145	-2%	-$15.1K	0.35%	32
2022 Q4	$699K	Sell	6,699 -272	-4%	-$28.2K	0.41%	29
2022 Q3	$716K	Buy	6,971 +540	+8%	+$56.4K	0.47%	26
2022 Q2	$673K	Sell	6,431 -5,416	-46%	-$564K	0.43%	28
2022 Q1	$1.24M	Buy	11,847 +2,313	+24%	+$245K	0.69%	20
2021 Q4	$1.02M	Buy	9,534 +439	+5%	+$47.1K	0.51%	21
2021 Q3	$978K	Buy	9,095 +355	+4%	+$38.3K	0.55%	20
2021 Q2	$942K	Sell	8,740 -1,118	-11%	-$121K	0.54%	21
2021 Q1	$1.07M	Hold	9,858	–	–	0.75%	18
2020 Q4	$1.06M	Buy	+9,858	New	+$1.06M	0.71%	19