Synergy Investment Management’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	$648K	Sell	6,097 -127	-2%	-$13.5K	0.39%	35
2025 Q1	$657K	Sell	6,224 -24	-0.4%	-$2.53K	0.27%	60
2024 Q4	$659K	Buy	+6,248	New	+$659K	0.28%	56