Patriot Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	$3.42M	Sell	32,434 -7,221	-18%	-$761K	0.5%	57
2018 Q3	$4.15M	Sell	39,655 -955	-2%	-$100K	0.52%	57
2018 Q2	$4.27M	Sell	40,610 -24,609	-38%	-$2.58M	0.59%	54
2018 Q1	$6.84M	Sell	65,219 -7,705	-11%	-$808K	0.97%	39
2017 Q4	$7.65M	Buy	+72,924	New	+$7.65M	1.08%	33