Valeo Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Valeo Financial Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$312K	Buy
2025 Q2	$269K	Buy
2020 Q3	–	Sell
2020 Q2	$124K	Hold
2020 Q1	$122K	Buy
2018 Q3	–	Sell
2018 Q2	$18K	Hold
2018 Q1	$18K	Hold
2017 Q4	$18K	Hold
2017 Q3	$19K	Buy