FPAS
Focus Partners Advisor Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Sell |
48,712
-1,703
| -3% | -$181K | 0.07% | 140 |
|
|
2025
Q1 | $5.32M | Sell |
50,415
-4,592
| -8% | -$485K | 0.08% | 119 |
|
|
2024
Q4 | $5.8M | Buy |
55,007
+7,579
| +16% | +$799K | 0.1% | 107 |
|
|
2024
Q3 | $5.04M | Buy |
+47,428
| New | +$5.04M | 0.11% | 99 |
|
|
2024
Q1 | – | Sell |
-38,479
| Closed | -$4.06M | – | 639 |
|
|
2023
Q4 | $4.06M | Sell |
38,479
-18,057
| -32% | -$1.9M | 0.19% | 56 |
|
|
2023
Q3 | $5.82M | Buy |
56,536
+4,307
| +8% | +$443K | 0.28% | 41 |
|
|
2023
Q2 | $5.43M | Buy |
52,229
+20,232
| +63% | +$2.1M | 0.3% | 39 |
|
|
2023
Q1 | $3.35M | Buy |
31,997
+153
| +0.5% | +$16K | 0.22% | 53 |
|
|
2022
Q4 | $3.32M | Sell |
31,844
-2,990
| -9% | -$312K | 0.26% | 55 |
|
|
2022
Q3 | $3.58M | Buy |
34,834
+515
| +2% | +$52.9K | 0.21% | 56 |
|
|
2022
Q2 | $3.59M | Sell |
34,319
-29,203
| -46% | -$3.06M | 0.3% | 48 |
|
|
2022
Q1 | $6.64M | Buy |
+63,522
| New | +$6.64M | 0.66% | 22 |
|