AWMS

Advocacy Wealth Management Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,554	Closed	-$263K	–	123
2022 Q3	$263K	Buy	2,554 +11	+0.4%	+$1.13K	0.04%	34
2022 Q2	$266K	Buy	2,543 +687	+37%	+$71.9K	0.04%	33
2022 Q1	$194K	Sell	1,856 -510	-22%	-$53.3K	0.03%	28
2021 Q4	$254K	Hold	2,366	–	–	0.04%	32
2021 Q3	$255K	Hold	2,366	–	–	0.05%	32
2021 Q2	$255K	Hold	2,366	–	–	0.05%	32
2021 Q1	$255K	Hold	2,366	–	–	0.05%	37
2020 Q4	$256K	Hold	2,366	–	–	0.04%	42
2020 Q3	$255K	Buy	2,366 +1,186	+101%	+$128K	0.04%	47
2020 Q2	$127K	Buy	+1,180	New	+$127K	0.03%	43
2020 Q1	–	Sell	-1,681	Closed	-$179K	–	136
2019 Q4	$179K	Sell	1,681 -40	-2%	-$4.26K	0.05%	34
2019 Q3	$183K	Hold	1,721	–	–	0.12%	27
2019 Q2	$183K	Hold	1,721	–	–	0.13%	23
2019 Q1	$182K	Sell	1,721 -146	-8%	-$15.4K	0.2%	21
2018 Q4	$197K	Sell	1,867 -900	-33%	-$95K	0.15%	13
2018 Q3	$290K	Hold	2,767	–	–	0.18%	15
2018 Q2	$291K	Hold	2,767	–	–	0.19%	14
2018 Q1	$290K	Buy	2,767 +565	+26%	+$59.2K	0.2%	13
2017 Q4	$231K	Buy	2,202 +146	+7%	+$15.3K	0.16%	17
2017 Q3	$218K	Hold	2,056	–	–	0.09%	20
2017 Q2	$217K	Hold	2,056	–	–	0.08%	35
2017 Q1	$217K	Buy	2,056 +590	+40%	+$62.3K	0.08%	38
2016 Q4	$154K	Buy	1,466 +39	+3%	+$4.1K	0.05%	41
2016 Q3	$151K	Buy	1,427 +595	+72%	+$63K	0.06%	57
2016 Q2	$88K	Sell	832 -68	-8%	-$7.19K	0.04%	103
2016 Q1	$96K	Buy	+900	New	+$96K	0.07%	131