Synergy Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Synergy Investment Management’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$553K	Sell
2025 Q2	$648K	Sell
2025 Q1	$657K	Sell
2024 Q4	$659K	Buy