Mount Yale Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mount Yale Investment Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.6K	Buy
2023 Q1	–	Sell
2022 Q4	$305K	Buy