ShoreHaven Wealth Partners’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 Q3	–	Sell	-3,562	Closed	-$379K	–	109
2025 Q2	$379K	Buy	3,562 +242	+7%	+$25.6K	0.16%	70
2025 Q1	$351K	Sell	3,320 -221	-6%	-$23.4K	0.17%	67
2024 Q4	$374K	Sell	3,541 -275	-7%	-$29K	0.18%	65
2024 Q3	$405K	Sell	3,816 -388	-9%	-$40.9K	0.2%	60
2024 Q2	$440K	Sell	4,204 -2,673	-39%	-$279K	0.23%	56
2024 Q1	$720K	Sell	6,877 -39	-0.6%	-$4.09K	0.4%	45
2023 Q4	$729K	Sell	6,916 -57	-0.8%	-$5.93K	0.44%	41
2023 Q3	$717K	Buy	6,973 +3,957	+131%	+$410K	0.49%	40
2023 Q2	$314K	Buy	3,016 +272	+10%	+$28.3K	0.21%	51
2023 Q1	$287K	Sell	2,744 -1,444	-34%	-$151K	0.2%	61
2022 Q4	$437K	Sell	4,188 -237	-5%	-$24.5K	0.31%	54
2022 Q3	$454K	Buy	+4,425	New	+$462K	0.35%	50
2021 Q3	–	Sell	-3,339	Closed	-$360K	–	55
2021 Q2	$360K	Sell	3,339 -10,356	-76%	-$1.12M	0.19%	37
2021 Q1	$1.48M	Buy	13,695 +606	+5%	+$65.4K	0.8%	29
2020 Q4	$1.42M	Buy	+13,089	New	+$1.41M	0.79%	30