Wealth Enhancement Advisory Services’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	$20.6M	Sell	197,812 -66,842	-25%	-$7.15M	0.05%	385
2025 Q4	$28.3M	Buy	264,654 +22,783	+9%	+$2.43M	0.04%	383
2025 Q3	$25.8M	Buy	241,871 +10,314	+4%	+$1.1M	0.04%	388
2025 Q2	$24.6M	Sell	231,557 -59,204	-20%	-$6.25M	0.04%	370
2025 Q1	$30.7M	Sell	290,761 -50,630	-15%	-$5.35M	0.06%	301
2024 Q4	$36M	Buy	341,391 +80,076	+31%	+$8.46M	0.07%	262
2024 Q3	$27.7M	Buy	261,315 +8,549	+3%	+$902K	0.06%	294
2024 Q2	$26.4M	Sell	252,766 -10,756	-4%	-$1.12M	0.06%	286
2024 Q1	$27.6M	Buy	263,522 +3,084	+1%	+$324K	0.07%	259
2023 Q4	$27.5M	Sell	260,438 -66,016	-20%	-$6.87M	0.08%	236
2023 Q3	$33.6M	Buy	326,454 +308,145	+1,683%	+$32M	0.11%	190
2023 Q2	$1.9M	Sell	18,309 -6,340	-26%	-$660K	0.02%	205
2023 Q1	$2.58M	Buy	24,649 +10,205	+71%	+$1.07M	0.03%	188
2022 Q4	$1.52M	Buy	14,444 +2,563	+22%	+$265K	0.02%	190
2022 Q3	$1.22M	Sell	11,881 -5,330	-31%	-$556K	0.02%	221
2022 Q2	$1.8M	Buy	17,211 +3,168	+23%	+$330K	0.03%	209
2022 Q1	$1.47M	Buy	+14,043	New	+$1.49M	0.02%	210
2020 Q1	–	Sell	-3,121	Closed	-$333K	–	268
2019 Q4	$333K	Buy	+3,121	New	+$333K	0.01%	194