Fonville Wealth Management LLC Ishares Short Term National Mu Transaction History

Fonville Wealth Management LLC

$339 Billion
Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Fonville Wealth Management LLC holds 28,519 shares of SUB stock, worth $3.02 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

28,519

Previous 31,781 10.26%

Holding current value

$3.02 Million

Previous $3.35 Billion 10.17%

% of portfolio

0.89%

Previous 1.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$105.3 - $106.24 $343,488 - $346,554	-3,262 Reduced 10.26%	28,519 $3.01 Billion
Q3 2024 Oct 28, 2024	SELL	$104.3 - $106.3 $209,955 - $213,981	-2,013 Reduced 5.96%	31,781 $3.37 Billion
Q2 2024 Jul 30, 2024	SELL	$104.04 - $104.8 $36,309 - $36,575	-349 Reduced 1.02%	33,794 $3.53 Billion
Q1 2024 Apr 26, 2024	BUY	$104.73 - $105.42 $778,981 - $784,113	7,438 Added 27.85%	34,143 $3.58 Billion
Q4 2023 Jan 31, 2024	BUY	$102.62 - $105.46 $2.74 Million - $2.82 Million	26,705 New	26,705 $2.82 Billion

Others Institutions Holding SUB

# of Institutions

930

Shares Held

83.4M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Fonville Wealth Management LLC Ishares Short Term National Mu Transaction History