Acima Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Acima Private Wealth’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	-8,001	Closed	-$837K	–	240
2022 Q1	$837K	Buy	8,001 +6,478	+425%	+$686K	0.39%	65
2021 Q4	$164K	Buy	1,523 +124	+9%	+$13.3K	0.07%	137
2021 Q3	$150K	Hold	1,399	–	–	0.07%	136
2021 Q2	$151K	Hold	1,399	–	–	0.07%	134
2021 Q1	$151K	Hold	1,399	–	–	0.07%	134
2020 Q4	$151K	Sell	1,399 -463	-25%	-$50K	0.08%	129
2020 Q3	$201K	Buy	1,862 +1,117	+150%	+$121K	0.12%	113
2020 Q2	$80K	Hold	745	–	–	0.05%	147
2020 Q1	$79K	Buy	+745	New	+$79.2K	0.06%	149

Other funds holding SUB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Acima Private Wealth's SUB Position: Q2 2022 in Review

Acima Private Wealth sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 8,001 shares — an estimated $837K sold.

Acima Private Wealth first reported a position in SUB in Q1 2020 and held it in 9 quarters. The position peaked at $837K in Q1 2022. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

Acima Private Wealth reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Acima Private Wealth sold 8,001 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $837K.
Acima Private Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and held it in 9 quarters.
Acima Private Wealth's iShares Short-Term National Muni Bond ETF position peaked at $837K in Q1 2022.
691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Acima Private Wealth's 13F filing for Q2 2022, filed 29 Feb 2024.