TrueWealth LLC’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
2020
Q2
$957K Buy
2020
Q1
$688K Hold
2019
Q4
$694K Hold
2019
Q3
$695K Buy
2019
Q2
$683K Hold
2019
Q1
$672K Hold
2018
Q4
$659K Hold
2018
Q3
$652K Sell
2018
Q2
$817K Buy
2018
Q1
$816K Buy
2017
Q4
$817K Buy