Wingate Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$582K	Sell	5,477 -595	-10%	-$63.3K	0.52%	58
2025 Q1	$641K	Sell	6,072 -166	-3%	-$17.5K	0.74%	47
2024 Q4	$658K	Buy	+6,238	New	+$658K	0.65%	45