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	5,037 +1,052	+26%	+$116K	0.13%	191
2017 Q1	$434K	Buy	3,985 +989	+33%	+$107K	0.12%	191
2016 Q4	$324K	Buy	2,996 +2,482	+483%	+$272K	0.08%	268
2016 Q3	$58K	Buy	514 +169	+49%	+$19.1K	0.01%	669
2016 Q2	$39K	Buy	345 +100	+41%	+$11.3K	0.01%	754
2016 Q1	$27K	Sell	245 -24	-9%	-$2.67K	0.01%	820
2015 Q4	$30K	Hold	269	–	–	0.01%	793
2015 Q3	$29K	Sell	269 -9	-3%	-$979	0.01%	781
2015 Q2	$30K	Hold	278	–	–	0.01%	869
2015 Q1	$31K	Sell	278 -300	-52%	-$33.2K	0.01%	861
2014 Q4	$64K	Hold	578	–	–	0.01%	793
2014 Q3	$63K	Sell	578 -53	-8%	-$5.78K	0.01%	835
2014 Q2	$69K	Hold	631	–	–	0.01%	792
2014 Q1	$68K	Sell	631 -309	-33%	-$32.8K	0.01%	782
2013 Q4	$97K	Sell	940 -327	-26%	-$34.1K	0.01%	754
2013 Q3	$132K	Buy	1,267 +526	+71%	+$54.3K	0.02%	611
2013 Q2	$78K	Buy	+741	New	+$81.1K	0.01%	745