Sargent Bickham Lagudis’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	$16.1M	Buy	152,344 +21,552	+16%	+$2.25M	1.32%	19
2022 Q3	$13.4M	Sell	130,792 -27,171	-17%	-$2.89M	1.2%	21
2022 Q2	$16.8M	Sell	157,963 -50,199	-24%	-$5.36M	1.45%	16
2022 Q1	$22.8M	Buy	208,162 +168,329	+423%	+$19M	1.77%	13
2021 Q4	$4.63M	Sell	39,833 -543	-1%	-$63K	0.35%	63
2021 Q3	$4.69M	Buy	40,376 +2,120	+6%	+$249K	0.38%	61
2021 Q2	$4.48M	Sell	38,256 -4,158	-10%	-$486K	0.37%	62
2021 Q1	$4.92M	Buy	42,414 +2,231	+6%	+$260K	0.43%	55
2020 Q4	$4.71M	Buy	40,183 +2,083	+5%	+$242K	0.43%	57
2020 Q3	$4.42M	Sell	38,100 -55	-0.1%	-$6.39K	0.44%	54
2020 Q2	$4.4M	Buy	38,155 +3,165	+9%	+$359K	0.47%	49
2020 Q1	$3.95M	Sell	34,990 -2,894	-8%	-$330K	0.51%	45
2019 Q4	$4.32M	Buy	37,884 +1,871	+5%	+$213K	0.48%	47
2019 Q3	$4.11M	Sell	36,013 -3,306	-8%	-$377K	0.5%	47
2019 Q2	$4.45M	Sell	39,319 -4,030	-9%	-$451K	0.53%	44
2019 Q1	$4.82M	Buy	43,349 +3,321	+8%	+$364K	0.56%	42
2018 Q4	$4.37M	Buy	40,028 +8,033	+25%	+$864K	0.56%	43
2018 Q3	$3.45M	Buy	31,995 +9,532	+42%	+$1.04M	0.41%	60
2018 Q2	$2.45M	Sell	22,463 -1,054	-4%	-$114K	0.3%	73
2018 Q1	$2.56M	Buy	23,517 +181	+0.8%	+$19.7K	0.32%	68
2017 Q4	$2.58M	Buy	23,336 +3,486	+18%	+$386K	0.31%	73
2017 Q3	$2.2M	Hold	19,850	–	–	0.27%	82
2017 Q2	$2.19M	Sell	19,850 -1,145	-5%	-$126K	0.28%	82
2017 Q1	$2.29M	Sell	20,995 -3,219	-13%	-$349K	0.3%	78
2016 Q4	$2.62M	Buy	24,214 +9,320	+63%	+$1.02M	0.4%	68
2016 Q3	$1.68K	Buy	14,894 +1	+0%	+$113	0.25%	93
2016 Q2	$1.7M	Sell	14,893 -5,577	-27%	-$628K	0.26%	91
2016 Q1	$2.29M	Buy	+20,470	New	+$2.28M	0.37%	76