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FWP
FAS Wealth Partners’s
iShares Short-Term National Muni Bond ETF
SUB
Stock Holding History
FAS Wealth Partners’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
2024
Q4
–
Sell
-1
Closed
-$107
–
453
2024
Q3
$107
Buy
+1
New
+$106
﹤0.01%
439
2022
Q4
–
Sell
-374
Closed
-$38K
–
433
2022
Q3
$38K
Sell
374
-657
-64%
-$68.6K
﹤0.01%
326
2022
Q2
$108K
Sell
1,031
-946
-48%
-$98.4K
0.01%
296
2022
Q1
$207K
Buy
1,977
+1
+0.1%
+$106
0.02%
276
2021
Q4
$212K
Buy
1,976
+4
+0.2%
+$430
0.02%
281
2021
Q3
$212K
Sell
1,972
-6,950
-78%
-$750K
0.02%
277
2021
Q2
$962K
Sell
8,922
-1
-0%
-$108
0.09%
130
2021
Q1
$962K
Buy
8,923
+632
+8%
+$68.2K
0.1%
126
2020
Q4
$896K
Buy
8,291
+222
+3%
+$24K
0.1%
124
2020
Q3
$872K
Buy
8,069
+24
+0.3%
+$2.6K
0.12%
122
2020
Q2
$868K
Buy
8,045
+868
+12%
+$92.9K
0.13%
113
2020
Q1
$763K
Sell
7,177
-93
-1%
-$9.89K
0.13%
107
2019
Q4
$776K
Buy
7,270
+176
+2%
+$18.8K
0.13%
109
2019
Q3
$756K
Sell
7,094
-291
-4%
-$31.1K
0.14%
109
2019
Q2
$787K
Buy
7,385
+30
+0.4%
+$3.18K
0.15%
100
2019
Q1
$780K
Sell
7,355
-2,198
-23%
-$232K
0.15%
100
2018
Q4
$1.01M
Buy
+9,553
New
+$1M
0.23%
75
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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