RMR Wealth Builders’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	$31.4M	Buy	294,637 +6,599	+2%	+$706K	2.47%	10
2025 Q4	$30.7M	Buy	288,038 +16,729	+6%	+$1.78M	2.46%	10
2025 Q3	$29M	Buy	271,309 +16,269	+6%	+$1.74M	2.42%	10
2025 Q2	$27.1M	Buy	255,040 +15,681	+7%	+$1.66M	2.47%	8
2025 Q1	$25.3M	Buy	239,359 +5,482	+2%	+$579K	2.66%	10
2024 Q4	$24.7M	Buy	233,877 +20,444	+10%	+$2.16M	2.55%	10
2024 Q3	$22.7M	Buy	213,433 +14,469	+7%	+$1.53M	2.4%	11
2024 Q2	$20.8M	Buy	198,964 +7,863	+4%	+$821K	2.39%	12
2024 Q1	$20M	Buy	191,101 +3,430	+2%	+$360K	2.42%	11
2023 Q4	$19.8M	Sell	187,671 -17,916	-9%	-$1.86M	2.78%	10
2023 Q3	$21.1M	Buy	205,587 +7,450	+4%	+$773K	3.38%	8
2023 Q2	$20.6M	Buy	198,137 +30,746	+18%	+$3.2M	3.51%	8
2023 Q1	$17.5M	Buy	167,391 +33,665	+25%	+$3.51M	3.33%	9
2022 Q4	$13.9M	Sell	133,726 -2,893	-2%	-$299K	3.16%	9
2022 Q3	$14M	Buy	136,619 +54,914	+67%	+$5.73M	3.43%	8
2022 Q2	$8.55M	Buy	81,705 +21,644	+36%	+$2.25M	2.13%	9
2022 Q1	$6.28M	Buy	60,061 +51,504	+602%	+$5.45M	1.35%	18
2021 Q4	$919K	Buy	+8,557	New	+$919K	0.26%	40