Petra Financial Advisors’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	$481K	Sell	4,512 -1,351	-23%	-$145K	0.3%	81
2025 Q4	$626K	Buy	5,863 +45	+0.8%	+$4.79K	0.37%	77
2025 Q3	$621K	Buy	5,818 +267	+5%	+$28.5K	0.36%	79
2025 Q2	$590K	Sell	5,551 -18	-0.3%	-$1.9K	0.37%	71
2025 Q1	$588K	Buy	5,569 +2	+0%	+$211	0.48%	47
2024 Q4	$587K	Sell	5,567 -58	-1%	-$6.13K	0.4%	68
2024 Q3	$597K	Buy	5,625 +32	+0.6%	+$3.38K	0.39%	69
2024 Q2	$585K	Sell	5,593 -761	-12%	-$79.5K	0.42%	69
2024 Q1	$666K	Buy	6,354 +1,493	+31%	+$157K	0.49%	63
2023 Q4	$512K	Sell	4,861 -2,696	-36%	-$280K	0.43%	71
2023 Q3	$777K	Buy	7,557 +163	+2%	+$16.9K	0.65%	48
2023 Q2	$769K	Buy	+7,394	New	+$770K	0.69%	46
2023 Q1	–	Sell	-8,917	Closed	-$930K	–	98
2022 Q4	$930K	Buy	+8,917	New	+$923K	1.02%	27