Concert Wealth Management’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
2017 Q2	–	Sell	-3,820	Closed	-$402K	–	406
2017 Q1	$402K	Sell	3,820 -204	-5%	-$21.5K	0.09%	295
2016 Q4	$424K	Sell	4,024 -8	-0.2%	-$843	0.09%	288
2016 Q3	$428K	Sell	4,032 -409	-9%	-$43.5K	0.05%	406
2016 Q2	$473K	Buy	+4,441	New	+$471K	0.06%	355
2015 Q1	–	Sell	-2,278	Closed	-$241K	–	608
2014 Q4	$241K	Hold	2,278	–	–	0.04%	528
2014 Q3	$242K	Sell	2,278 -2	-0.1%	-$213	0.03%	442
2014 Q2	$241K	Buy	2,280 +3	+0.1%	+$319	0.03%	471
2014 Q1	$242K	Buy	2,277 +5	+0.2%	+$532	0.03%	462
2013 Q4	$242K	Buy	2,272 +42	+2%	+$4.46K	0.03%	439
2013 Q3	$236K	Buy	2,230 +5	+0.2%	+$528	0.03%	438
2013 Q2	$234K	Buy	+2,225	New	+$236K	0.04%	406