Focus Partners Wealth
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Focus Partners Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$64M Buy
593,545
+45,926
+8% +$4.92M 0.07% 243
2025
Q4 		$58.4M Buy
547,619
+31,819
+6% +$3.39M 0.07% 256
2025
Q3 		$55.1M Sell
515,800
-2,720
-0.5% -$290K 0.09% 202
2025
Q2 		$55.1M Buy
518,520
+6,233
+1% +$658K 0.12% 174
2025
Q1 		$54.1M Buy
512,287
+174,097
+51% +$18.4M 0.14% 157
2024
Q4 		$35.7M Buy
338,190
+107,274
+46% +$11.3M 0.09% 210
2024
Q3 		$24.5M Buy
230,916
+31,660
+16% +$3.34M 0.08% 252
2024
Q2 		$20.9M Buy
199,256
+143,948
+260% +$15M 0.07% 238
2024
Q1 		$5.79M Buy
55,308
+2,276
+4% +$239K 0.05% 299
2023
Q4 		$5.59M Buy
+53,032
New +$5.52M 0.07% 220

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