Integrated Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$1.4M Sell
2016
Q4
$1.82M Buy
2016
Q3
$1.41M Buy
2016
Q2
$1.38M Hold
2016
Q1
$1.36M Sell
2015
Q4
$1.38M Sell
2015
Q3
$1.37M Hold
2015
Q2
$1.35M Buy
2015
Q1
$1.23M Buy