Foundations Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
3,524
+704
| +25% | +$74.9K | 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% | 543 |
|
|
2024
Q3 | $243K | Buy |
+2,288
| New | +$243K | 0.01% | 703 |
|
|
2023
Q3 | – | Sell |
-7,239
| Closed | -$753K | – | 675 |
|
|
2023
Q2 | $753K | Buy |
+7,239
| New | +$753K | 0.02% | 300 |
|