Foundations Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Foundations Investment Advisors’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	–	Sell	-3,524	Closed	-$375K	–	1095
2025 Q2	$375K	Buy	3,524 +704	+25%	+$74.4K	0.01%	670
2025 Q1	$298K	Sell	2,820 -1,769	-39%	-$187K	0.01%	712
2024 Q4	$484K	Buy	4,589 +2,301	+101%	+$243K	0.01%	544
2024 Q3	$243K	Buy	+2,288	New	+$241K	0.01%	703
2023 Q3	–	Sell	-7,239	Closed	-$753K	–	675
2023 Q2	$753K	Buy	+7,239	New	+$753K	0.02%	300

Other funds holding SUB

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Foundations Investment Advisors's SUB Position: Q3 2025 in Review

Foundations Investment Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 3,524 shares — an estimated $375K sold.

Foundations Investment Advisors first reported a position in SUB in Q2 2023 and held it in 5 quarters. The position peaked at $753K in Q2 2023. 831 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

Foundations Investment Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Foundations Investment Advisors sold 3,524 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $375K.
Foundations Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and held it in 5 quarters.
Foundations Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $753K in Q2 2023.
831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.