Trinity Wealth Management’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
Q3
$784K Buy
2025
Q2
$746K Sell
2025
Q1
$757K Buy
2024
Q4
$749K Buy
2024
Q3
$688K Sell
2024
Q2
$890K Sell
2024
Q1
$946K Sell
2023
Q4
$1.97M Buy
2023
Q3
$1.88M Buy
2023
Q2
$1.89M Buy
2023
Q1
$1.87M Buy
2022
Q4
$1.77M Buy
2022
Q3
$848K Buy