Walkner Condon Financial Advisors’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	$2.3M	Buy	21,568 +162	+0.8%	+$17.3K	0.3%	71
2025 Q4	$2.28M	Sell	21,406 -75	-0.3%	-$7.99K	0.32%	70
2025 Q3	$2.29M	Sell	21,481 -168	-0.8%	-$17.9K	0.36%	65
2025 Q2	$2.3M	Sell	21,649 -2,733	-11%	-$289K	0.42%	57
2025 Q1	$2.57M	Sell	24,382 -380	-2%	-$40.2K	0.52%	50
2024 Q4	$2.61M	Sell	24,762 -19	-0.1%	-$2.01K	0.53%	52
2024 Q3	$2.63M	Buy	24,781 +10	+0%	+$1.05K	0.54%	48
2024 Q2	$2.59M	Sell	24,771 -1,001	-4%	-$105K	0.56%	47
2024 Q1	$2.7M	Sell	25,772 -1,177	-4%	-$124K	0.57%	47
2023 Q4	$2.84M	Buy	26,949 +9,253	+52%	+$963K	0.65%	40
2023 Q3	$1.82M	Buy	17,696 +7,790	+79%	+$808K	0.48%	55
2023 Q2	$1.03M	Buy	9,906 +100	+1%	+$10.4K	0.27%	80
2023 Q1	$1.03M	Buy	9,806 +479	+5%	+$50K	0.29%	78
2022 Q4	$972K	Sell	9,327 -2,021	-18%	-$209K	0.29%	76
2022 Q3	$1.17M	Sell	11,348 -258	-2%	-$26.9K	0.38%	67
2022 Q2	$1.22M	Sell	11,606 -746	-6%	-$77.6K	0.38%	64
2022 Q1	$1.29M	Buy	12,352 +4,885	+65%	+$517K	0.37%	64
2021 Q4	$802K	Sell	7,467 -6,706	-47%	-$720K	0.52%	52
2021 Q3	$1.52M	Buy	14,173 +1,066	+8%	+$115K	0.75%	34
2021 Q2	$1.41M	Sell	13,107 -337	-3%	-$36.3K	0.52%	45
2021 Q1	$1.45M	Sell	13,444 -780	-5%	-$84.2K	0.56%	47
2020 Q4	$1.54M	Buy	14,224 +4,472	+46%	+$483K	0.66%	37
2020 Q3	$1.05M	Buy	9,752 +5,023	+106%	+$543K	0.56%	43
2020 Q2	$510K	Buy	4,729 +1,704	+56%	+$182K	0.45%	32
2020 Q1	$322K	Sell	3,025 -494	-14%	-$52.5K	0.34%	41
2019 Q4	$376K	Buy	+3,519	New	+$375K	0.36%	46