FFS
Founders Financial Securities’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Sell |
63,252
-46,917
| -43% | -$4.9M | 0.5% | 44 |
|
|
2025
Q1 | $11.5M | Buy |
110,169
+2,913
| +3% | +$304K | 0.97% | 23 |
|
|
2024
Q4 | $11.4M | Buy |
107,256
+4,550
| +4% | +$485K | 1.03% | 23 |
|
|
2024
Q3 | $11.2M | Sell |
102,706
-395
| -0.4% | -$42.9K | 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% | +$301K | 1.16% | 21 |
|
|
2023
Q3 | $9.6M | Buy |
93,577
+86,963
| +1,315% | +$8.92M | 1.24% | 19 |
|
|
2023
Q2 | $706K | Sell |
6,614
-909
| -12% | -$97K | 0.09% | 172 |
|
|
2023
Q1 | $811K | Sell |
7,523
-748
| -9% | -$80.6K | 0.12% | 156 |
|
|
2022
Q4 | $873K | Buy |
8,271
+569
| +7% | +$60K | 0.14% | 151 |
|
|
2022
Q3 | $790K | Sell |
7,702
-57,691
| -88% | -$5.92M | 0.14% | 138 |
|
|
2022
Q2 | $6.96M | Buy |
65,393
+50,944
| +353% | +$5.42M | 1.36% | 12 |
|
|
2022
Q1 | $1.58M | Sell |
14,449
-6,019
| -29% | -$660K | 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% | +$309K | 0.42% | 53 |
|
|
2021
Q2 | $1.79M | Buy |
15,245
+709
| +5% | +$83.1K | 0.35% | 60 |
|
|
2021
Q1 | $1.69M | Buy |
14,536
+846
| +6% | +$98.2K | 0.39% | 45 |
|
|
2020
Q4 | $1.6M | Buy |
13,690
+1,322
| +11% | +$155K | 0.38% | 47 |
|
|
2020
Q3 | $1.43M | Sell |
12,368
-51
| -0.4% | -$5.91K | 0.46% | 37 |
|
|
2020
Q2 | $1.43M | Buy |
12,419
+234
| +2% | +$27K | 0.46% | 50 |
|
|
2020
Q1 | $1.38M | Sell |
12,185
-291
| -2% | -$32.9K | 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% | +$63.5K | 0.37% | 45 |
|
|
2019
Q1 | $1.05M | Buy |
9,481
+154
| +2% | +$17.1K | 0.33% | 49 |
|
|
2018
Q4 | $1.02M | Buy |
9,327
+151
| +2% | +$16.5K | 0.37% | 42 |
|
|
2018
Q3 | $990K | Buy |
9,176
+471
| +5% | +$50.8K | 0.28% | 51 |
|
|
2018
Q2 | $949K | Buy |
8,705
+773
| +10% | +$84.3K | 0.29% | 51 |
|
|
2018
Q1 | $864K | Buy |
7,932
+383
| +5% | +$41.7K | 0.28% | 55 |
|
|
2017
Q4 | $836K | Buy |
7,549
+49
| +0.7% | +$5.43K | 0.28% | 54 |
|
|
2017
Q3 | $832K | Sell |
7,500
-892
| -11% | -$99K | 0.3% | 50 |
|
|
2017
Q2 | $924K | Sell |
8,392
-640
| -7% | -$70.5K | 0.35% | 46 |
|
|
2017
Q1 | $984K | Sell |
9,032
-5,735
| -39% | -$625K | 0.37% | 40 |
|
|
2016
Q4 | $1.6M | Buy |
14,767
+1,685
| +13% | +$182K | 0.66% | 28 |
|
|
2016
Q3 | $1.48M | Buy |
13,082
+207
| +2% | +$23.3K | 0.63% | 33 |
|
|
2016
Q2 | $1.47M | Sell |
12,875
-612
| -5% | -$69.7K | 0.67% | 40 |
|
|
2016
Q1 | $1.51M | Buy |
13,487
+4,132
| +44% | +$461K | 0.71% | 35 |
|
|
2015
Q4 | $1.04M | Sell |
9,355
-18
| -0.2% | -$1.99K | 0.48% | 37 |
|
|
2015
Q3 | $1.03M | Sell |
9,373
-199
| -2% | -$21.8K | 0.51% | 37 |
|
|
2015
Q2 | $1.04M | Buy |
9,572
+2,048
| +27% | +$222K | 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% | -$2.32K | 0.47% | 34 |
|
|
2014
Q3 | $775K | Buy |
7,071
+228
| +3% | +$25K | 0.5% | 35 |
|
|
2014
Q2 | $743K | Buy |
6,843
+593
| +9% | +$64.4K | 0.5% | 34 |
|
|
2014
Q1 | $669 | Buy |
6,250
+655
| +12% | +$70 | 0.45% | 37 |
|
|
2013
Q4 | $580K | Buy |
+5,595
| New | +$580K | 0.49% | 40 |
|