Merriman 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
2024 Q4	$805K	Buy	7,556 +5,137	+212%	+$552K	0.03%	96
2024 Q3	$263K	Buy	+2,419	New	+$261K	0.01%	188
2023 Q4	–	Sell	-4,772	Closed	-$489K	–	208
2023 Q3	$489K	Buy	4,772 +1	+0%	+$105	0.03%	119
2023 Q2	$509K	Sell	4,771 -5,597	-54%	-$598K	0.03%	140
2023 Q1	$1.12M	Hold	10,368	–	–	0.06%	85
2022 Q4	$1.09M	Sell	10,368 -11,835	-53%	-$1.23M	0.06%	85
2022 Q3	$2.28M	Buy	22,203 +598	+3%	+$63.6K	0.15%	41
2022 Q2	$2.3M	Buy	21,605 +17,664	+448%	+$1.88M	0.16%	39
2022 Q1	$432K	Buy	3,941 +317	+9%	+$35.8K	0.04%	136
2021 Q4	$421K	Sell	3,624 -882	-20%	-$102K	0.03%	155
2021 Q3	$523K	Buy	4,506 +882	+24%	+$103K	0.04%	135
2021 Q2	$425K	Hold	3,624	–	–	0.04%	167
2021 Q1	$421K	Sell	3,624 -17	-0.5%	-$1.98K	0.05%	140
2020 Q4	$427K	Buy	3,641 +11	+0.3%	+$1.28K	0.05%	153
2020 Q3	$421K	Buy	3,630 +6	+0.2%	+$697	0.06%	113
2020 Q2	$418K	Sell	3,624 -629	-15%	-$71.4K	0.07%	116
2020 Q1	$481K	Sell	4,253 -5,619	-57%	-$641K	0.1%	87
2019 Q4	$1.13M	Sell	9,872 -3,828	-28%	-$436K	0.22%	88
2019 Q3	$1.56M	Sell	13,700 -536	-4%	-$61.1K	0.32%	64
2019 Q2	$16.1K	Sell	14,236 -99	-0.7%	-$11.1K	0.31%	63
2019 Q1	$1.59M	Sell	14,335 -2,371	-14%	-$260K	0.3%	65
2018 Q4	$1.82M	Sell	16,706 -4,663	-22%	-$502K	0.39%	34
2018 Q3	$2.31M	Buy	21,369 +1,220	+6%	+$133K	0.49%	40
2018 Q2	$2.2M	Sell	20,149 -12,259	-38%	-$1.33M	0.5%	42
2018 Q1	$3.53M	Buy	+32,408	New	+$3.54M	0.93%	25