FIA
Foundations Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.83M | Buy |
46,265
+15,395
| +50% | +$1.61M | 0.08% | 208 |
|
|
2025
Q1 | $3.25M | Buy |
30,870
+4,955
| +19% | +$522K | 0.06% | 240 |
|
|
2024
Q4 | $2.76M | Buy |
25,915
+6,939
| +37% | +$739K | 0.05% | 243 |
|
|
2024
Q3 | $2.06M | Buy |
18,976
+6,510
| +52% | +$707K | 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% | +$101K | 0.03% | 321 |
|
|
2023
Q4 | $920K | Sell |
8,461
-2,481
| -23% | -$270K | 0.02% | 320 |
|
|
2023
Q3 | $1.12M | Sell |
10,942
-5,113
| -32% | -$524K | 0.03% | 272 |
|
|
2023
Q2 | $1.71M | Buy |
+16,055
| New | +$1.71M | 0.06% | 211 |
|
|
2020
Q1 | – | Sell |
-157,024
| Closed | -$18M | – | 141 |
|
|
2019
Q4 | $18M | Buy |
157,024
+61,136
| +64% | +$7M | 2.21% | 15 |
|
|
2019
Q3 | $11M | Buy |
95,888
+19,032
| +25% | +$2.18M | 1.44% | 18 |
|
|
2019
Q2 | $8.69M | Buy |
+76,856
| New | +$8.69M | 1.31% | 18 |
|
|
2019
Q1 | – | Sell |
-61,523
| Closed | -$6.71M | – | 115 |
|
|
2018
Q4 | $6.71M | Buy |
61,523
+59,073
| +2,411% | +$6.45M | 1.42% | 15 |
|
|
2018
Q3 | $264K | Sell |
2,450
-4,159
| -63% | -$448K | 0.06% | 83 |
|
|
2018
Q2 | $721K | Buy |
+6,609
| New | +$721K | 0.19% | 41 |
|