AWM
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Abound Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Abound Wealth Management’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
2022
Q2 		– Sell
-378
Closed -$39.5K – 129
2022
Q1 		$39.5K Hold
378
– – 0.03% 70
2021
Q4 		$40.6K Buy
+378
New +$40.6K 0.03% 70

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Abound Wealth Management's SUB Position: Q2 2022 in Review

Abound Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 378 shares — an estimated $39.5K sold.

Abound Wealth Management first reported a position in SUB in Q4 2021 and held it in 2 quarters. The position peaked at $40.6K in Q4 2021. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

  • Abound Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Abound Wealth Management sold 378 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $39.5K.
  • Abound Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 2 quarters.
  • Abound Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $40.6K in Q4 2021.
  • 691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Abound Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2024.