Founders Capital Management (Texas)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-170	Closed	-$17.5K	–	398
2023 Q3	$17.5K	Hold	170	–	–	0.01%	236
2023 Q2	$17.7K	Hold	170	–	–	0.01%	249
2023 Q1	$18K	Hold	170	–	–	0.01%	252
2022 Q4	$18K	Hold	170	–	–	0.01%	240
2022 Q3	$17K	Hold	170	–	–	0.01%	245
2022 Q2	$18K	Buy	+170	New	+$17.7K	0.01%	241

Other funds holding SUB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Founders Capital Management (Texas) sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2023, closing a stake of 170 shares — an estimated $17.5K sold.

Founders Capital Management (Texas) first reported a position in SUB in Q2 2022 and held it in 6 quarters. The position peaked at $18K in Q1 2023. 789 funds tracked by Wall St. Rank hold SUB as of Q4 2023.

Founders Capital Management (Texas) reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 170 iShares Short-Term National Muni Bond ETF shares in Q4 2023, an estimated $17.5K.
Founders Capital Management (Texas) first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 6 quarters.
Founders Capital Management (Texas)'s iShares Short-Term National Muni Bond ETF position peaked at $18K in Q1 2023.
789 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2023.

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