WFG 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
2017
Q2
$555K Buy
2017
Q1
$434K Buy
2016
Q4
$324K Buy
2016
Q3
$58K Buy
2016
Q2
$39K Buy
2016
Q1
$27K Sell
2015
Q4
$30K Hold
2015
Q3
$29K Sell
2015
Q2
$30K Hold
2015
Q1
$31K Sell
2014
Q4
$64K Hold
2014
Q3
$63K Sell
2014
Q2
$69K Hold
2014
Q1
$68K Sell
2013
Q4
$97K Sell
2013
Q3
$132K Buy
2013
Q2
$78K Buy