AllGen Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-14,339	Closed	-$1.47M	–	42
2022 Q3	$1.47M	Buy	14,339 +6,687	+87%	+$686K	1.15%	24
2022 Q2	$814K	Buy	+7,652	New	+$814K	0.67%	29