MWA
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Martel Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Martel Wealth Advisors’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
Q4 		– Sell
2020
Q3 		$255K Buy
2020
Q2 		$212K Sell
2020
Q1 		$212K Buy
2019
Q4 		$212K Hold
2019
Q3 		$212K Sell
2019
Q2 		$217K Buy