Modern Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$576K	Sell	5,416 -1	-0%	-$106	0.01%	447
2025 Q1	$572K	Buy	5,417 +86	+2%	+$9.08K	0.02%	391
2024 Q4	$562K	Buy	5,331 +2,004	+60%	+$211K	0.02%	341
2024 Q3	$353K	Buy	+3,327	New	+$353K	0.02%	310