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Founders Financial Securities’s iShares National Muni Bond ETF MUB Stock Holding History

Founders Financial Securities’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
2026
Q1 		$9.16M Buy
85,564
+13,632
+19% +$1.47M 0.52% 40
2025
Q4 		$7.7M Buy
71,932
+15,211
+27% +$1.63M 0.45% 47
2025
Q3 		$6.04M Sell
56,721
-6,531
-10% -$683K 0.41% 52
2025
Q2 		$6.61M Sell
63,252
-46,917
-43% -$4.88M 0.5% 44
2025
Q1 		$11.5M Buy
110,169
+2,913
+3% +$310K 0.97% 23
2024
Q4 		$11.4M Buy
107,256
+4,550
+4% +$489K 1.03% 23
2024
Q3 		$11.2M Sell
102,706
-395
-0.4% -$42.6K 1.03% 24
2024
Q2 		$11M Buy
103,101
+9,198
+10% +$980K 1.04% 25
2024
Q1 		$10.1M Sell
93,903
-2,449
-3% -$264K 1.06% 23
2023
Q4 		$10.4M Buy
96,352
+2,775
+3% +$290K 1.16% 21
2023
Q3 		$9.6M Buy
93,577
+86,963
+1,315% +$9.17M 1.24% 19
2023
Q2 		$706K Sell
6,614
-909
-12% -$97.2K 0.09% 172
2023
Q1 		$811K Sell
7,523
-748
-9% -$79.9K 0.12% 156
2022
Q4 		$873K Buy
8,271
+569
+7% +$59.3K 0.14% 151
2022
Q3 		$790K Sell
7,702
-57,691
-88% -$6.13M 0.14% 138
2022
Q2 		$6.96M Buy
65,393
+50,944
+353% +$5.44M 1.36% 12
2022
Q1 		$1.58M Sell
14,449
-6,019
-29% -$679K 0.28% 76
2021
Q4 		$2.38M Buy
20,468
+2,565
+14% +$298K 0.43% 59
2021
Q3 		$2.08M Buy
17,903
+2,658
+17% +$312K 0.42% 53
2021
Q2 		$1.79M Buy
15,245
+709
+5% +$82.9K 0.35% 60
2021
Q1 		$1.69M Buy
14,536
+846
+6% +$98.7K 0.39% 45
2020
Q4 		$1.6M Buy
13,690
+1,322
+11% +$154K 0.38% 47
2020
Q3 		$1.43M Sell
12,368
-51
-0.4% -$5.93K 0.46% 37
2020
Q2 		$1.43M Buy
12,419
+234
+2% +$26.6K 0.46% 50
2020
Q1 		$1.38M Sell
12,185
-291
-2% -$33.2K 0.51% 25
2019
Q4 		$1.42M Buy
12,476
+1,413
+13% +$161K 0.48% 41
2019
Q3 		$1.26M Buy
11,063
+1,021
+10% +$116K 0.4% 52
2019
Q2 		$1.14M Buy
10,042
+561
+6% +$62.8K 0.37% 45
2019
Q1 		$1.05M Buy
9,481
+154
+2% +$16.9K 0.33% 49
2018
Q4 		$1.02M Buy
9,327
+151
+2% +$16.2K 0.37% 42
2018
Q3 		$990K Buy
9,176
+471
+5% +$51.2K 0.28% 51
2018
Q2 		$949K Buy
8,705
+773
+10% +$83.9K 0.29% 51
2018
Q1 		$864K Buy
7,932
+383
+5% +$41.8K 0.28% 55
2017
Q4 		$836K Buy
7,549
+49
+0.7% +$5.42K 0.28% 54
2017
Q3 		$832K Sell
7,500
-892
-11% -$99K 0.3% 50
2017
Q2 		$924K Sell
8,392
-640
-7% -$70.4K 0.35% 46
2017
Q1 		$984K Sell
9,032
-5,735
-39% -$622K 0.37% 40
2016
Q4 		$1.6M Buy
14,767
+1,685
+13% +$185K 0.66% 28
2016
Q3 		$1.48M Buy
13,082
+207
+2% +$23.5K 0.63% 33
2016
Q2 		$1.47M Sell
12,875
-612
-5% -$68.9K 0.67% 40
2016
Q1 		$1.51M Buy
13,487
+4,132
+44% +$460K 0.71% 35
2015
Q4 		$1.04M Sell
9,355
-18
-0.2% -$1.98K 0.48% 37
2015
Q3 		$1.03M Sell
9,373
-199
-2% -$21.7K 0.51% 37
2015
Q2 		$1.04M Buy
9,572
+2,048
+27% +$223K 0.52% 31
2015
Q1 		$832K Buy
7,524
+474
+7% +$52.4K 0.43% 38
2014
Q4 		$778K Sell
7,050
-21
-0.3% -$2.31K 0.47% 34
2014
Q3 		$775K Buy
7,071
+228
+3% +$24.9K 0.5% 35
2014
Q2 		$743K Buy
6,843
+593
+9% +$64.1K 0.5% 34
2014
Q1 		$669 Buy
6,250
+655
+12% +$69.5K 0.45% 37
2013
Q4 		$580K Buy
+5,595
New +$584K 0.49% 40

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Founders Financial Securities's MUB Position: Q1 2026 in Review

Founders Financial Securities increased its iShares National Muni Bond ETF (MUB) stake by 19% in Q1 2026, buying an estimated $1.47M and bringing the position to 85,564 shares worth $9.16M. The position accounts for 0.52% of the portfolio, ranked #40.

Founders Financial Securities first reported a position in MUB in Q4 2013 and has held it in 50 quarters since. The position peaked at $11.5M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Founders Financial Securities held 85,564 shares of iShares National Muni Bond ETF worth $9.16M as of Q1 2026.
  • Founders Financial Securities bought 13,632 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.47M.
  • iShares National Muni Bond ETF made up 0.52% of Founders Financial Securities's portfolio in Q1 2026, its #40 holding.
  • Founders Financial Securities first reported a position in iShares National Muni Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • Founders Financial Securities's iShares National Muni Bond ETF position peaked at $11.5M in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.