Studio 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
2025 Q3	–	Sell	-3,346	Closed	-$356K	–	179
2025 Q2	$356K	Sell	3,346 -5,882	-64%	-$621K	0.07%	143
2025 Q1	$974K	Sell	9,228 -13,680	-60%	-$1.45M	0.2%	75
2024 Q4	$2.42M	Sell	22,908 -17,864	-44%	-$1.89M	0.51%	50
2024 Q3	$4.33M	Sell	40,772 -650	-2%	-$68.6K	0.91%	34
2024 Q2	$4.33M	Sell	41,422 -389	-0.9%	-$40.6K	0.99%	28
2024 Q1	$4.38M	Sell	41,811 -4,402	-10%	-$462K	1.04%	28
2023 Q4	$4.87M	Sell	46,213 -2,520	-5%	-$262K	1.24%	19
2023 Q3	$5.01M	Sell	48,733 -12,447	-20%	-$1.29M	1.4%	17
2023 Q2	$6.37M	Sell	61,180 -600	-1%	-$62.5K	1.78%	12
2023 Q1	$6.47M	Buy	61,780 +14,655	+31%	+$1.53M	1.95%	12
2022 Q4	$4.91M	Buy	47,125 +22,595	+92%	+$2.34M	1.59%	18
2022 Q3	$2.52M	Sell	24,530 -180	-0.7%	-$18.8K	0.91%	29
2022 Q2	$2.59M	Buy	24,710 +400	+2%	+$41.6K	0.9%	30
2022 Q1	$2.54M	Buy	24,310 +385	+2%	+$40.7K	0.84%	37
2021 Q4	$2.57M	Buy	23,925 +21,625	+940%	+$2.32M	0.93%	31
2021 Q3	$247K	Buy	+2,300	New	+$248K	0.11%	95