Summit X LLC’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
Q1
Sell
2024
Q4
$263K Sell
2024
Q3
$298K Sell
2024
Q2
$310K Sell
2024
Q1
$313K Sell
2023
Q4
$390K Sell
2023
Q3
$731K Buy
2023
Q2
$640K Buy
2023
Q1
$559K Buy