KCPG
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Kavar Capital Partners Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Kavar Capital Partners Group’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$105K – 344
2018
Q2 		$105K Hold
1,000
– – 0.05% 142
2018
Q1 		$105K Buy
+1,000
New +$105K 0.05% 142
2016
Q1 		– Sell
-1,000
Closed -$105K – 354
2015
Q4 		$105K Hold
1,000
– – 0.07% 128
2015
Q3 		$105K Hold
1,000
– – 0.07% 128
2015
Q2 		$105K Buy
+1,000
New +$106K 0.07% 142
2014
Q2 		– Sell
-1,000
Closed -$106K – 395
2014
Q1 		$106K Hold
1,000
– – 0.09% 155
2013
Q4 		$106K Buy
+1,000
New +$106K 0.09% 148

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OCM
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CCWA
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IA
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