Capital Planning 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
2015
Q3
Sell
-1,948
Closed -$211K 108
2015
Q2
$211K Hold
1,948
0.12% 101
2015
Q1
$215K Hold
1,948
0.15% 95
2014
Q4
$215K Buy
+1,948
New +$215K 0.19% 84