Peak Asset 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
2021 Q1	–	Sell	-2,728	Closed	-$320K	–	156
2020 Q4	$320K	Buy	2,728 +650	+31%	+$75.5K	0.08%	110
2020 Q3	$241K	Sell	2,078 -137	-6%	-$15.9K	0.07%	119
2020 Q2	$256K	Buy	+2,215	New	+$251K	0.08%	106
2019 Q3	–	Sell	-2,077	Closed	-$235K	–	128
2019 Q2	$235K	Hold	2,077	–	–	0.08%	116
2019 Q1	$231K	Hold	2,077	–	–	0.08%	118
2018 Q4	$226K	Hold	2,077	–	–	0.08%	113
2018 Q3	$224K	Hold	2,077	–	–	0.08%	119
2018 Q2	$226K	Hold	2,077	–	–	0.08%	119
2018 Q1	$226K	Sell	2,077 -76	-4%	-$8.29K	0.08%	115
2017 Q4	$238K	Hold	2,153	–	–	0.09%	113
2017 Q3	$239K	Sell	2,153 -1,150	-35%	-$128K	0.09%	127
2017 Q2	$364K	Sell	3,303 -26	-0.8%	-$2.86K	0.14%	103
2017 Q1	$363K	Buy	3,329 +76	+2%	+$8.24K	0.14%	105
2016 Q4	$352K	Buy	+3,253	New	+$356K	0.14%	106