Lucia Wealth Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Lucia Wealth Services’s Portfolio SUB Stock Details SUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$800K	Sell
2019 Q4	$1.68M	Sell
2019 Q3	$1.8M	Sell
2019 Q2	$1.91M	Sell
2019 Q1	$2.89M	Buy
2018 Q4	$2.54M	Sell
2018 Q3	$3.27M	Buy