Triad Wealth Partners’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
$633K Buy
5,956
+2,198
+58% +$234K 0.13% 124
2025
Q1
$397K Buy
+3,758
New +$397K 0.12% 124