Root Financial 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 Q2	$638K	Buy	6,004 +2,465	+70%	+$262K	0.06%	102
2025 Q1	$374K	Sell	3,539 -290	-8%	-$30.6K	0.04%	135
2024 Q4	$404K	Sell	3,829 -123	-3%	-$13K	0.05%	129
2024 Q3	$420K	Buy	+3,952	New	+$420K	0.07%	104