Personal Capital Advisors’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
2022 Q4	$458K	Buy	4,345 +589	+16%	+$61.4K	﹤0.01%	318
2022 Q3	$385K	Buy	3,756 +299	+9%	+$31.8K	﹤0.01%	323
2022 Q2	$368K	Sell	3,457 -505	-13%	-$53.9K	﹤0.01%	309
2022 Q1	$434K	Sell	3,962 -1,957	-33%	-$221K	﹤0.01%	325
2021 Q4	$654K	Buy	5,919 +1,923	+48%	+$223K	﹤0.01%	296
2021 Q3	$464K	Sell	3,996 -473	-11%	-$55.4K	﹤0.01%	321
2021 Q2	$524K	Sell	4,469 -1,334	-23%	-$156K	﹤0.01%	301
2021 Q1	$673K	Buy	5,803 +3,642	+169%	+$425K	﹤0.01%	274
2020 Q4	$253K	Sell	2,161 -1,209	-36%	-$140K	﹤0.01%	406
2020 Q3	$391K	Buy	+3,370	New	+$392K	﹤0.01%	302
2019 Q1	–	Sell	-11,812	Closed	-$1.29M	–	336
2018 Q4	$1.29M	Buy	11,812 +9,465	+403%	+$1.02M	0.02%	186
2018 Q3	$253K	Buy	+2,347	New	+$255K	﹤0.01%	262
2018 Q2	–	Sell	-24,172	Closed	-$2.63M	–	282
2018 Q1	$2.63M	Sell	24,172 -668	-3%	-$72.9K	0.04%	146
2017 Q4	$2.75M	Buy	24,840 +3,017	+14%	+$334K	0.05%	146
2017 Q3	$2.42M	Sell	21,823 -1,749	-7%	-$194K	0.05%	146
2017 Q2	$2.6M	Buy	23,572 +193	+0.8%	+$21.2K	0.06%	144
2017 Q1	$2.55M	Buy	23,379 +11,467	+96%	+$1.24M	0.06%	124
2016 Q4	$1.29M	Buy	11,912 +1,617	+16%	+$177K	0.04%	134
2016 Q3	$1.16M	Buy	10,295 +1,758	+21%	+$199K	0.04%	128
2016 Q2	$973K	Sell	8,537 -25	-0.3%	-$2.81K	0.04%	131
2016 Q1	$956K	Buy	8,562 +2,041	+31%	+$227K	0.04%	127
2015 Q4	$722K	Buy	6,521 +1,083	+20%	+$119K	0.04%	129
2015 Q3	$596K	Buy	+5,438	New	+$592K	0.04%	127
2015 Q2	–	Sell	-2,112	Closed	-$234K	–	148
2015 Q1	$234K	Buy	+2,112	New	+$234K	0.02%	131