Stewardship 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
$1.08M Buy
10,135
+3,818
+60% +$406K 0.27% 49
2025
Q1
$667K Sell
6,317
-19
-0.3% -$2.01K 0.18% 58
2024
Q4
$668K Buy
6,336
+887
+16% +$93.6K 0.19% 71
2024
Q3
$579K Buy
+5,449
New +$579K 0.16% 72