Wealth Dimensions Group’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	–	Sell	-2,035	Closed	-$217K	–	177
2025 Q4	$217K	Hold	2,035	–	–	0.04%	158
2025 Q3	$217K	Hold	2,035	–	–	0.04%	168
2025 Q2	$216K	Hold	2,035	–	–	0.05%	159
2025 Q1	$215K	Hold	2,035	–	–	0.05%	153
2024 Q4	$215K	Hold	2,035	–	–	0.05%	148
2024 Q3	$216K	Hold	2,035	–	–	0.05%	143
2024 Q2	$213K	Hold	2,035	–	–	0.06%	136
2024 Q1	$213K	Hold	2,035	–	–	0.06%	134
2023 Q4	$215K	Hold	2,035	–	–	0.07%	128
2023 Q3	$209K	Sell	2,035 -943	-32%	-$97.8K	0.08%	126
2023 Q2	$310K	Buy	2,978 +623	+26%	+$64.8K	0.11%	107
2023 Q1	$247K	Hold	2,355	–	–	0.1%	115
2022 Q4	$246K	Hold	2,355	–	–	0.1%	114
2022 Q3	$242K	Hold	2,355	–	–	0.12%	105
2022 Q2	$246K	Hold	2,355	–	–	0.12%	107
2022 Q1	$246K	Hold	2,355	–	–	0.11%	120
2021 Q4	$253K	Hold	2,355	–	–	0.12%	118
2021 Q3	$253K	Sell	2,355 -150	-6%	-$16.2K	0.16%	106
2021 Q2	$270K	Hold	2,505	–	–	0.18%	100
2021 Q1	$270K	Hold	2,505	–	–	0.21%	94
2020 Q4	$271K	Buy	+2,505	New	+$270K	0.23%	85