Trivium Point Advisory’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
$1.72M Buy
16,200
+2,000
+14% +$213K 0.19% 131
2025
Q1
$1.5M Buy
14,200
+1,050
+8% +$111K 0.19% 132
2024
Q4
$1.39M Buy
+13,150
New +$1.39M 0.18% 141