SageView Advisory Group’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
2025 Q4	$9.79M	Buy	91,727 +12,133	+15%	+$1.29M	0.33%	36
2025 Q3	$8.5M	Buy	79,594 +233	+0.3%	+$24.9K	0.29%	41
2025 Q2	$8.46M	Buy	79,361 +932	+1%	+$98.4K	0.32%	35
2025 Q1	$8.28M	Sell	78,429 -2,747	-3%	-$290K	0.35%	35
2024 Q4	$8.56M	Buy	81,176 +39,845	+96%	+$4.21M	0.37%	36
2024 Q3	$4.39M	Buy	+41,331	New	+$4.36M	0.22%	61
2024 Q2	–	Sell	-9,651	Closed	-$1.01M	–	60
2024 Q1	$881K	Buy	+9,651	New	+$1.01M	0.04%	217
2023 Q4	–	Sell	-67,826	Closed	-$7.06M	–	39
2023 Q3	$6.98M	Sell	67,826 -2,767	-4%	-$287K	0.4%	37
2023 Q2	$7.34M	Sell	70,593 -948	-1%	-$98.7K	0.41%	35
2023 Q1	$7.49M	Buy	71,541 +12,869	+22%	+$1.34M	0.48%	34
2022 Q4	$6.12M	Buy	+58,672	New	+$6.07M	0.5%	46