FFS
Founders Financial Securities’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-68,147
| Closed | -$7.12M | – | 472 |
|
|
2024
Q2 | $7.12M | Buy |
68,147
+2,379
| +4% | +$249K | 0.67% | 37 |
|
|
2024
Q1 | $6.89M | Buy |
65,768
+1,137
| +2% | +$119K | 0.72% | 38 |
|
|
2023
Q4 | $6.81M | Buy |
64,631
+3,478
| +6% | +$367K | 0.76% | 32 |
|
|
2023
Q3 | $6.29M | Buy |
61,153
+2,471
| +4% | +$254K | 0.82% | 30 |
|
|
2023
Q2 | $6.11M | Buy |
58,682
+7,444
| +15% | +$774K | 0.81% | 31 |
|
|
2023
Q1 | $5.36M | Buy |
51,238
+6,788
| +15% | +$711K | 0.77% | 29 |
|
|
2022
Q4 | $4.63M | Buy |
44,450
+12,494
| +39% | +$1.3M | 0.73% | 30 |
|
|
2022
Q3 | $3.28M | Buy |
+31,956
| New | +$3.28M | 0.58% | 33 |
|