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Foundation Wealth Management (Pennsylvania)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Foundation Wealth Management (Pennsylvania)’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$252K Hold
2,367
– – 0.11% 83
2025
Q1 		$250K Hold
2,367
– – 0.12% 75
2024
Q4 		$250K Buy
+2,367
New +$250K 0.12% 79