McKinley Carter Wealth Services’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	$357K	Sell	3,355 -332	-9%	-$35.5K	0.02%	244
2025 Q4	$393K	Sell	3,687 -81	-2%	-$8.63K	0.02%	246
2025 Q3	$402K	Sell	3,768 -2,186	-37%	-$233K	0.02%	240
2025 Q2	$633K	Sell	5,954 -789	-12%	-$83.3K	0.04%	194
2025 Q1	$712K	Sell	6,743 -9,309	-58%	-$984K	0.04%	177
2024 Q4	$1.69M	Buy	16,052 +1,481	+10%	+$156K	0.1%	121
2024 Q3	$1.55M	Sell	14,571 -1,456	-9%	-$154K	0.09%	136
2024 Q2	$1.68M	Buy	16,027 +4	+0%	+$418	0.11%	123
2024 Q1	$1.68M	Buy	16,023 +477	+3%	+$50.1K	0.11%	122
2023 Q4	$1.64M	Sell	15,546 -988	-6%	-$103K	0.12%	115
2023 Q3	$1.7M	Buy	16,534 +27	+0.2%	+$2.8K	0.14%	111
2023 Q2	$1.72M	Buy	16,507 +451	+3%	+$46.9K	0.13%	111
2023 Q1	$1.68M	Sell	16,056 -5,405	-25%	-$564K	0.13%	110
2022 Q4	$2.24M	Buy	21,461 +2,525	+13%	+$261K	0.19%	94
2022 Q3	$1.94M	Buy	18,936 +216	+1%	+$22.6K	0.18%	91
2022 Q2	$1.96M	Sell	18,720 -16,709	-47%	-$1.74M	0.17%	95
2022 Q1	$3.71M	Sell	35,429 -5,300	-13%	-$561K	0.29%	70
2021 Q4	$4.37M	Buy	40,729 +130	+0.3%	+$14K	0.33%	64
2021 Q3	$4.37M	Buy	40,599 +5,721	+16%	+$617K	0.36%	62
2021 Q2	$3.76M	Sell	34,878 -5,148	-13%	-$555K	0.31%	68
2021 Q1	$4.32M	Buy	+40,026	New	+$4.32M	0.37%	66