Foundations Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.81M	Buy	54,713 +643	+1%	+$69.1K	0.07%	208
2025 Q4	$5.79M	Buy	54,070 +11,550	+27%	+$1.24M	0.08%	205
2025 Q3	$4.53M	Sell	42,520 -3,745	-8%	-$392K	0.07%	223
2025 Q2	$4.83M	Buy	46,265 +15,395	+50%	+$1.6M	0.08%	208
2025 Q1	$3.25M	Buy	30,870 +4,955	+19%	+$527K	0.06%	240
2024 Q4	$2.76M	Buy	25,915 +6,939	+37%	+$746K	0.05%	243
2024 Q3	$2.06M	Buy	18,976 +6,510	+52%	+$702K	0.04%	264
2024 Q2	$1.33M	Buy	12,466 +3,064	+33%	+$326K	0.03%	291
2024 Q1	$1.01M	Buy	9,402 +941	+11%	+$102K	0.03%	321
2023 Q4	$920K	Sell	8,461 -2,481	-23%	-$259K	0.02%	320
2023 Q3	$1.12M	Sell	10,942 -5,113	-32%	-$539K	0.03%	272
2023 Q2	$1.71M	Buy	+16,055	New	+$1.72M	0.06%	211
2020 Q1	–	Sell	-157,024	Closed	-$18M	–	141
2019 Q4	$18M	Buy	157,024 +61,136	+64%	+$6.96M	2.21%	15
2019 Q3	$11M	Buy	95,888 +19,032	+25%	+$2.17M	1.44%	18
2019 Q2	$8.69M	Buy	+76,856	New	+$8.61M	1.31%	18
2019 Q1	–	Sell	-61,523	Closed	-$6.71M	–	115
2018 Q4	$6.71M	Buy	61,523 +59,073	+2,411%	+$6.36M	1.42%	15
2018 Q3	$264K	Sell	2,450 -4,159	-63%	-$452K	0.06%	83
2018 Q2	$721K	Buy	+6,609	New	+$717K	0.19%	41