Revolve Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Revolve Wealth Partners’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
2026 Q2	$527K	Hold	4,954	–	–	0.05%	183
2026 Q1	$528K	Sell	4,954 -124	-2%	-$13.3K	0.07%	125
2025 Q4	$542K	Hold	5,078	–	–	0.06%	129
2025 Q3	$542K	Sell	5,078 -1,678	-25%	-$179K	0.07%	127
2025 Q2	$718K	Hold	6,756	–	–	0.09%	99
2025 Q1	$713K	Buy	6,756 +1,205	+22%	+$127K	0.1%	94
2024 Q4	$586K	Sell	5,551 -2,276	-29%	-$240K	0.09%	104
2024 Q3	$831K	Sell	7,827 -50	-0.6%	-$5.28K	0.13%	85
2024 Q2	$824K	Hold	7,877	–	–	0.14%	78
2024 Q1	$825K	Hold	7,877	–	–	0.14%	72
2023 Q4	$830K	Hold	7,877	–	–	0.16%	67
2023 Q3	$810K	Hold	7,877	–	–	0.19%	65
2023 Q2	$820K	Hold	7,877	–	–	0.19%	61
2023 Q1	$825K	Sell	7,877 -1,276	-14%	-$133K	0.21%	62
2022 Q4	$954K	Sell	9,153 -2,082	-19%	-$215K	0.27%	58
2022 Q3	$1.15M	Sell	11,235 -556	-5%	-$58K	0.39%	46
2022 Q2	$1.23M	Buy	11,791 +7,757	+192%	+$807K	0.41%	44
2022 Q1	$422K	Sell	4,034 -7,376	-65%	-$781K	0.12%	83
2021 Q4	$1.23M	Buy	+11,410	New	+$1.23M	0.35%	49

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return