Founders Capital Management (Texas)’s iShares National Muni Bond ETF MUB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-44	Closed	-$4.51K	–	393
2023 Q3	$4.51K	Sell	44 -620	-93%	-$65.4K	﹤0.01%	347
2023 Q2	$70.9K	Hold	664	–	–	0.05%	112
2023 Q1	$72K	Hold	664	–	–	0.06%	113
2022 Q4	$70K	Hold	664	–	–	0.05%	108
2022 Q3	$68K	Hold	664	–	–	0.06%	107
2022 Q2	$71K	Sell	664 -56	-8%	-$5.98K	0.06%	104
2022 Q1	$84K	Hold	720	–	–	0.05%	96
2021 Q4	$84K	Sell	720 -130	-15%	-$15.1K	0.05%	96
2021 Q3	$99K	Buy	850 +170	+25%	+$19.9K	0.07%	90
2021 Q2	$80K	Hold	680	–	–	0.05%	93
2021 Q1	$79K	Buy	680 +290	+74%	+$33.8K	0.06%	88
2020 Q4	$46K	Buy	+390	New	+$45.3K	0.03%	110
2020 Q1	$44K	Hold	390	–	–	0.05%	94
2019 Q4	$44K	Hold	390	–	–	0.03%	115
2019 Q3	$44K	Hold	390	–	–	0.04%	113
2019 Q2	$44K	Hold	390	–	–	0.04%	122
2019 Q1	$43K	Hold	390	–	–	0.04%	121
2018 Q4	$43K	Sell	390 -440	-53%	-$47.3K	0.05%	119
2018 Q3	$90K	Hold	830	–	–	0.07%	88
2018 Q2	$91K	Sell	830 -200	-19%	-$21.7K	0.08%	94
2018 Q1	$112K	Buy	1,030 +25	+2%	+$2.73K	0.09%	98
2017 Q4	$111K	Hold	1,005	–	–	0.09%	103
2017 Q3	$111K	Sell	1,005 -120	-11%	-$13.3K	0.09%	104
2017 Q2	$124K	Buy	1,125 +50	+5%	+$5.5K	0.11%	99
2017 Q1	$117K	Buy	+1,075	New	+$117K	0.11%	102