Morton Brown Family Wealth’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	$5.87M	Buy	55,101 +1,297	+2%	+$139K	1.55%	13
2025 Q4	$5.74M	Sell	53,804 -3,910	-7%	-$417K	1.56%	13
2025 Q3	$6.16M	Sell	57,714 -2,086	-3%	-$223K	1.77%	13
2025 Q2	$6.36M	Sell	59,800 -4,378	-7%	-$462K	1.93%	13
2025 Q1	$6.78M	Buy	64,178 +4,660	+8%	+$493K	2.3%	13
2024 Q4	$6.28M	Sell	59,518 -5,225	-8%	-$552K	2.19%	13
2024 Q3	$6.88M	Sell	64,743 -14,157	-18%	-$1.49M	2.44%	11
2024 Q2	$8.29M	Sell	78,900 -14,036	-15%	-$1.47M	3.27%	10
2024 Q1	$9.73M	Buy	92,936 +9,473	+11%	+$995K	4.02%	8
2023 Q4	$8.8M	Buy	83,463 +8,983	+12%	+$934K	3.86%	9
2023 Q3	$7.66M	Buy	74,480 +2,110	+3%	+$219K	3.92%	9
2023 Q2	$7.53M	Sell	72,370 -1,260	-2%	-$131K	4.02%	8
2023 Q1	$7.71M	Buy	73,630 +886	+1%	+$92.5K	4.6%	7
2022 Q4	$7.59M	Buy	72,744 +13,573	+23%	+$1.4M	5.17%	7
2022 Q3	$6.07M	Buy	59,171 +19,888	+51%	+$2.08M	4.84%	9
2022 Q2	$4.11M	Buy	39,283 +20,164	+105%	+$2.1M	3.19%	9
2022 Q1	$2M	Buy	19,119 +16,022	+517%	+$1.7M	1.51%	16
2021 Q4	$333K	Buy	+3,097	New	+$333K	0.26%	33