WCM
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Windsor Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Windsor Capital Management’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,215
Closed -$234K – 116
2016
Q3 		$234K Buy
+2,215
New +$236K 0.13% 103
2014
Q1 		– Sell
-227
Closed -$24K – 271
2013
Q4 		$24K Hold
227
– – 0.01% 247
2013
Q3 		$24K Sell
227
-230
-50% -$24.3K 0.01% 260
2013
Q2 		$48K Buy
+457
New +$48.5K 0.03% 168

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