W.H. Cornerstone Investments’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	$568K	Buy	5,332 +20	+0.4%	+$2.14K	0.36%	56
2025 Q4	$567K	Buy	5,312 +524	+11%	+$55.8K	0.34%	62
2025 Q3	$511K	Sell	4,788 -3,496	-42%	-$373K	0.31%	69
2025 Q2	$881K	Buy	8,284 +47	+0.6%	+$4.96K	0.56%	49
2025 Q1	$870K	Buy	8,237 +31	+0.4%	+$3.28K	0.6%	46
2024 Q4	$866K	Buy	8,206 +391	+5%	+$41.3K	0.58%	38
2024 Q3	$830K	Buy	7,815 +40	+0.5%	+$4.22K	0.56%	46
2024 Q2	$813K	Sell	7,775 -756	-9%	-$79K	0.58%	46
2024 Q1	$893K	Sell	8,531 -1,624	-16%	-$171K	0.64%	43
2023 Q4	$1.07M	Buy	10,155 +3,217	+46%	+$335K	0.85%	34
2023 Q3	$714K	Sell	6,938 -882	-11%	-$91.5K	0.63%	52
2023 Q2	$814K	Buy	7,820 +32	+0.4%	+$3.33K	0.73%	48
2023 Q1	$815K	Buy	7,788 +710	+10%	+$74.1K	0.74%	48
2022 Q4	$742K	Buy	+7,078	New	+$733K	0.7%	49