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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$208K	Sell
2025 Q2	$252K	Hold
2025 Q1	$250K	Hold
2024 Q4	$250K	Buy