Presilium Private 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	$5.63M	Buy	52,874 +2,500	+5%	+$268K	0.99%	16
2025 Q4	$5.37M	Buy	50,374 +2,488	+5%	+$265K	0.98%	16
2025 Q3	$5.11M	Buy	47,886 +2,943	+7%	+$314K	0.97%	16
2025 Q2	$4.78M	Buy	44,943 +4,497	+11%	+$475K	0.98%	17
2025 Q1	$4.27M	Buy	40,446 +4,616	+13%	+$488K	0.96%	17
2024 Q4	$3.78M	Sell	35,830 -426	-1%	-$45K	0.87%	19
2024 Q3	$3.85M	Buy	36,256 +2,856	+9%	+$301K	0.89%	20
2024 Q2	$3.49M	Sell	33,400 -1,244	-4%	-$130K	0.88%	20
2024 Q1	$3.63M	Buy	34,644 +5,242	+18%	+$550K	0.96%	21
2023 Q4	$3.1M	Sell	29,402 -1,497	-5%	-$156K	0.88%	24
2023 Q3	$3.18M	Sell	30,899 -843	-3%	-$87.4K	1.01%	16
2023 Q2	$3.3M	Buy	31,742 +1,874	+6%	+$195K	1.13%	16
2023 Q1	$3.13M	Sell	29,868 -6,236	-17%	-$651K	1.21%	16
2022 Q4	$3.76M	Buy	+36,104	New	+$3.74M	1.58%	15