Tilson Financial Group’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	$596K	Sell	5,600 -112	-2%	-$12K	0.18%	50
2025 Q4	$609K	Buy	5,712 +31	+0.5%	+$3.3K	0.19%	54
2025 Q3	$607K	Sell	5,681 -1,132	-17%	-$121K	0.2%	50
2025 Q2	$724K	Buy	6,813 +79	+1%	+$8.35K	0.27%	39
2025 Q1	$711K	Sell	6,734 -15	-0.2%	-$1.59K	0.28%	40
2024 Q4	$712K	Sell	6,749 -578	-8%	-$61K	0.29%	40
2024 Q3	$778K	Buy	+7,327	New	+$773K	0.34%	36
2024 Q2	–	Sell	-7,925	Closed	-$830K	–	60
2024 Q1	$830K	Sell	7,925 -5,605	-41%	-$588K	0.45%	35
2023 Q4	$1.43M	Sell	13,530 -1,869	-12%	-$194K	0.92%	27
2023 Q3	$1.58M	Buy	+15,399	New	+$1.6M	1.24%	23
2023 Q2	–	Sell	-19,179	Closed	-$2.01M	–	52
2023 Q1	$2.01M	Buy	19,179 +927	+5%	+$96.8K	1.64%	20
2022 Q4	$1.9M	Buy	+18,252	New	+$1.89M	1.62%	20