Stone House Investment Management’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
2026 Q1	$56.2K	Sell	528 -160	-23%	-$17.1K	0.01%	164
2025 Q4	$73.4K	Buy	688 +526	+325%	+$56.1K	0.01%	134
2025 Q3	$17.3K	Sell	162 -258	-61%	-$27.6K	﹤0.01%	234
2025 Q2	$44.6K	Sell	420 -16,005	-97%	-$1.69M	0.01%	162
2025 Q1	$1.73M	Buy	+16,425	New	+$1.74M	0.35%	27
2024 Q4	–	Sell	-513	Closed	-$54.5K	–	311
2024 Q3	$54.5K	Hold	513	–	–	0.01%	113
2024 Q2	$53.6K	Sell	513 -63	-11%	-$6.58K	0.01%	116
2024 Q1	$60.4K	Buy	576 +160	+38%	+$16.8K	0.01%	113
2023 Q4	$43.9K	Sell	416 -7,583	-95%	-$789K	0.02%	89
2023 Q3	$823K	Buy	7,999 +1,934	+32%	+$201K	0.29%	27
2023 Q2	$631K	Buy	6,065 +1,810	+43%	+$188K	0.23%	23
2023 Q1	$445K	Sell	4,255 -155	-4%	-$16.2K	0.15%	26
2022 Q4	$460K	Buy	4,410 +1,222	+38%	+$126K	0.16%	33
2022 Q3	$327K	Buy	+3,188	New	+$333K	0.15%	32
2019 Q2	–	Sell	-29	Closed	-$3K	–	181
2019 Q1	$3K	Buy	+29	New	+$3.06K	﹤0.01%	202