Roth Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Roth Financial 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
2025 Q3	$1.64M	Buy
2025 Q2	$1.47M	Buy
2025 Q1	$1.04M	Buy
2024 Q4	$545K	Buy
2024 Q3	$229K	Sell
2024 Q2	$232K	Buy
2022 Q4	–	Sell
2022 Q3	$405K	Sell
2022 Q2	$1.16M	Buy