Laurel Wealth Advisors (California)’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
2022 Q4	$2.02M	Hold	19,129	–	–	0.2%	118
2022 Q3	$1.96M	Sell	19,129 -804	-4%	-$85.5K	0.21%	112
2022 Q2	$2.12M	Buy	+19,933	New	+$2.13M	0.22%	109
2020 Q3	–	Sell	-44,189	Closed	-$5.1M	–	407
2020 Q2	$5.1M	Buy	+44,189	New	+$5.02M	0.93%	22
2018 Q3	–	Sell	-2,423	Closed	-$264K	–	442
2018 Q2	$264K	Sell	2,423 -5,508	-69%	-$598K	0.07%	290
2018 Q1	$863K	Sell	7,931 -2,324	-23%	-$254K	0.27%	100
2017 Q4	$1.14M	Sell	10,255 -883	-8%	-$97.7K	0.33%	86
2017 Q3	$1.23M	Buy	11,138 +8	+0.1%	+$888	0.41%	75
2017 Q2	$1.23M	Buy	11,130 +102	+0.9%	+$11.2K	0.44%	70
2017 Q1	$1.2M	Buy	11,028 +1,053	+11%	+$114K	0.46%	69
2016 Q4	$1.08M	Sell	9,975 -227	-2%	-$24.9K	0.48%	65
2016 Q3	$1.15M	Sell	10,202 -24	-0.2%	-$2.72K	0.54%	55
2016 Q2	$1.17M	Sell	10,226 -52	-0.5%	-$5.85K	0.56%	53
2016 Q1	$1.15M	Buy	10,278 +1,543	+18%	+$172K	0.58%	47
2015 Q4	$967K	Buy	+8,735	New	+$959K	0.5%	60