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

Founders Capital Management (Texas)’s Portfolio MUB Stock Details MUB Fund Activity
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

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Capital Management (Texas)'s MUB Position: Q4 2023 in Review

Founders Capital Management (Texas) sold out of iShares National Muni Bond ETF (MUB) in Q4 2023, closing a stake of 44 shares — an estimated $4.51K sold.

Founders Capital Management (Texas) first reported a position in MUB in Q1 2017 and held it in 25 quarters. The position peaked at $124K in Q2 2017. 1,374 funds tracked by Wall St. Rank hold MUB as of Q4 2023.

  • Founders Capital Management (Texas) reported no remaining iShares National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 44 iShares National Muni Bond ETF shares in Q4 2023, an estimated $4.51K.
  • Founders Capital Management (Texas) first reported a position in iShares National Muni Bond ETF in Q1 2017 and held it in 25 quarters.
  • Founders Capital Management (Texas)'s iShares National Muni Bond ETF position peaked at $124K in Q2 2017.
  • 1,374 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2023, filed 8 Jan 2024.