Silver Oak Wealth Advisors Services’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
$575K Sell
5,411
-53
-1% -$5.64K 0.41% 24
2025
Q1
$577K Buy
5,464
+2,382
+77% +$252K 0.51% 21
2024
Q4
$325K Buy
+3,082
New +$325K 0.28% 28