Sensible Financial Planning & 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
2022 Q2	–	Sell	-2,085	Closed	-$229K	–	52
2022 Q1	$229K	Sell	2,085 -80	-4%	-$9.03K	0.06%	40
2021 Q4	$252K	Hold	2,165	–	–	0.07%	41
2021 Q3	$252K	Hold	2,165	–	–	0.08%	41
2021 Q2	$254K	Hold	2,165	–	–	0.09%	41
2021 Q1	$251K	Hold	2,165	–	–	0.09%	40
2020 Q4	$254K	Hold	2,165	–	–	0.09%	41
2020 Q3	$251K	Hold	2,165	–	–	0.1%	37
2020 Q2	$250K	Hold	2,165	–	–	0.11%	34
2020 Q1	$245K	Hold	2,165	–	–	0.12%	32
2019 Q4	$247K	Hold	2,165	–	–	0.1%	35
2019 Q3	$247K	Hold	2,165	–	–	0.11%	35
2019 Q2	$245K	Hold	2,165	–	–	0.1%	32
2019 Q1	$241K	Hold	2,165	–	–	0.11%	31
2018 Q4	$236K	Hold	2,165	–	–	0.11%	28
2018 Q3	$234K	Hold	2,165	–	–	0.11%	29
2018 Q2	$236K	Sell	2,165 -292	-12%	-$31.7K	0.11%	28
2018 Q1	$268K	Buy	2,457 +1	+0%	+$109	0.13%	27
2017 Q4	$272K	Buy	2,456 +2	+0.1%	+$221	0.14%	28
2017 Q3	$272K	Buy	2,454 +2	+0.1%	+$222	0.15%	24
2017 Q2	$270K	Buy	2,452 +2	+0.1%	+$220	0.17%	25
2017 Q1	$267K	Buy	2,450 +1	+0%	+$108	0.17%	24
2016 Q4	$265K	Buy	2,449 +2	+0.1%	+$219	0.18%	24
2016 Q3	$276K	Buy	2,447 +1	+0%	+$113	0.19%	23
2016 Q2	$279K	Sell	2,446 -26	-1%	-$2.93K	0.2%	24
2016 Q1	$276K	Buy	2,472 +1	+0%	+$111	0.2%	24
2015 Q4	$274K	Hold	2,471	–	–	0.21%	24
2015 Q3	$271K	Hold	2,471	–	–	0.21%	23
2015 Q2	$267K	Hold	2,471	–	–	0.22%	25
2015 Q1	$273K	Hold	2,471	–	–	0.25%	29
2014 Q4	$273K	Hold	2,471	–	–	0.28%	30
2014 Q3	$271K	Buy	+2,471	New	+$269K	0.24%	26