McNamara Financial 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	$5.27M	Buy	49,477 +943	+2%	+$101K	1%	17
2025 Q4	$5.18M	Buy	48,534 +1,727	+4%	+$184K	0.98%	18
2025 Q3	$5M	Buy	46,807 +365	+0.8%	+$39K	0.93%	17
2025 Q2	$4.94M	Sell	46,442 -378	-0.8%	-$39.9K	0.98%	17
2025 Q1	$4.94M	Buy	46,820 +761	+2%	+$80.4K	1.06%	15
2024 Q4	$4.86M	Sell	46,059 -925	-2%	-$97.7K	1.14%	15
2024 Q3	$4.99M	Buy	46,984 +4,012	+9%	+$423K	0.98%	15
2024 Q2	$4.49M	Buy	42,972 +561	+1%	+$58.6K	0.95%	15
2024 Q1	$4.44M	Buy	42,411 +493	+1%	+$51.8K	0.95%	15
2023 Q4	$4.42M	Sell	41,918 -297	-0.7%	-$30.9K	0.99%	15
2023 Q3	$4.34M	Sell	42,215 -237	-0.6%	-$24.6K	1.08%	14
2023 Q2	$4.41M	Buy	42,452 +788	+2%	+$82K	1.06%	14
2023 Q1	$4.36M	Buy	41,664 +950	+2%	+$99.2K	1.09%	14
2022 Q4	$4.25M	Buy	40,714 +1,741	+4%	+$180K	1.13%	14
2022 Q3	$4M	Sell	38,973 -44	-0.1%	-$4.59K	1.15%	13
2022 Q2	$4.08M	Buy	39,017 +35,387	+975%	+$3.68M	1.16%	14
2022 Q1	$380K	Sell	3,630 -1,506	-29%	-$159K	0.1%	40
2021 Q4	$551K	Buy	5,136 +533	+12%	+$57.2K	0.14%	32
2021 Q3	$495K	Buy	4,603 +1,186	+35%	+$128K	0.14%	32
2021 Q2	$368K	Buy	3,417 +1,161	+51%	+$125K	0.1%	40
2021 Q1	$244K	Buy	+2,256	New	+$243K	0.07%	45