Valley Wealth Managers’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	$85.8K	Hold	806	–	–	0.01%	192
2025 Q4	$86K	Hold	806	–	–	0.01%	194
2025 Q3	$86.1K	Hold	806	–	–	0.01%	185
2025 Q2	$85.7K	Sell	806 -13	-2%	-$1.37K	0.01%	182
2025 Q1	$86.5K	Hold	819	–	–	0.01%	186
2024 Q4	$86.4K	Sell	819 -268	-25%	-$28.3K	0.01%	194
2024 Q3	$115K	Hold	1,087	–	–	0.01%	190
2024 Q2	$114K	Sell	1,087 -455	-30%	-$47.5K	0.01%	196
2024 Q1	$161K	Sell	1,542 -817	-35%	-$85.8K	0.01%	188
2023 Q4	$249K	Sell	2,359 -321	-12%	-$33.4K	0.02%	174
2023 Q3	$276K	Hold	2,680	–	–	0.02%	168
2023 Q2	$279K	Hold	2,680	–	–	0.03%	141
2023 Q1	$281K	Hold	2,680	–	–	0.03%	136
2022 Q4	$279K	Buy	2,680 +20	+0.8%	+$2.07K	0.03%	138
2022 Q3	$273K	Sell	2,660 -781	-23%	-$81.5K	0.03%	144
2022 Q2	$360K	Buy	+3,441	New	+$358K	0.03%	142