ORG Wealth Partners’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 Q1	–	Sell	-23	Closed	-$2.43K	–	808
2024 Q4	$2.43K	Sell	23 -2,643	-99%	-$279K	﹤0.01%	464
2024 Q3	$283K	Buy	+2,666	New	+$283K	0.09%	98