Shade Tree Advisors’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
Sell
-5,754
Closed -$608K 19
2025
Q1
$608K Sell
5,754
-4,523
-44% -$478K 0.6% 13
2024
Q4
$1.08M Buy
+10,277
New +$1.08M 1.09% 10