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

Advocacy Wealth Management Services’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 Q4	–	Sell	-2,554	Closed	-$263K	–	123
2022 Q3	$263K	Buy	2,554 +11	+0.4%	+$1.15K	0.04%	34
2022 Q2	$266K	Buy	2,543 +687	+37%	+$71.5K	0.04%	33
2022 Q1	$194K	Sell	1,856 -510	-22%	-$54K	0.03%	28
2021 Q4	$254K	Hold	2,366	–	–	0.04%	32
2021 Q3	$255K	Hold	2,366	–	–	0.05%	32
2021 Q2	$255K	Hold	2,366	–	–	0.05%	32
2021 Q1	$255K	Hold	2,366	–	–	0.05%	37
2020 Q4	$256K	Hold	2,366	–	–	0.04%	42
2020 Q3	$255K	Buy	2,366 +1,186	+101%	+$128K	0.04%	47
2020 Q2	$127K	Buy	+1,180	New	+$126K	0.03%	43
2020 Q1	–	Sell	-1,681	Closed	-$179K	–	136
2019 Q4	$179K	Sell	1,681 -40	-2%	-$4.27K	0.05%	34
2019 Q3	$183K	Hold	1,721	–	–	0.12%	27
2019 Q2	$183K	Hold	1,721	–	–	0.13%	23
2019 Q1	$182K	Sell	1,721 -146	-8%	-$15.4K	0.2%	21
2018 Q4	$197K	Sell	1,867 -900	-33%	-$94.2K	0.15%	13
2018 Q3	$290K	Hold	2,767	–	–	0.18%	15
2018 Q2	$291K	Hold	2,767	–	–	0.19%	14
2018 Q1	$290K	Buy	2,767 +565	+26%	+$59.3K	0.2%	13
2017 Q4	$231K	Buy	2,202 +146	+7%	+$15.4K	0.16%	17
2017 Q3	$218K	Hold	2,056	–	–	0.09%	20
2017 Q2	$217K	Hold	2,056	–	–	0.08%	35
2017 Q1	$217K	Buy	2,056 +590	+40%	+$62.2K	0.08%	38
2016 Q4	$154K	Buy	1,466 +39	+3%	+$4.11K	0.05%	41
2016 Q3	$151K	Buy	1,427 +595	+72%	+$63.3K	0.06%	57
2016 Q2	$88K	Sell	832 -68	-8%	-$7.22K	0.04%	103
2016 Q1	$96K	Buy	+900	New	+$95.6K	0.07%	131

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 22.96% 1-Year Est. Return

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

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advocacy Wealth Management Services's SUB Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2022, closing a stake of 2,554 shares — an estimated $263K sold.

Advocacy Wealth Management Services first reported a position in SUB in Q1 2016 and held it in 26 quarters. The position peaked at $291K in Q2 2018. 786 funds tracked by Wall St. Rank hold SUB as of Q4 2022.

Advocacy Wealth Management Services reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 2,554 iShares Short-Term National Muni Bond ETF shares in Q4 2022, an estimated $263K.
Advocacy Wealth Management Services first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2016 and held it in 26 quarters.
Advocacy Wealth Management Services's iShares Short-Term National Muni Bond ETF position peaked at $291K in Q2 2018.
786 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.