Ancora Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ancora Advisors’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	-741	Closed	-$78K	–	2328
2022 Q1	$78K	Sell	741 -500	-40%	-$52.9K	﹤0.01%	1103
2021 Q4	$133K	Hold	1,241	–	–	﹤0.01%	936
2021 Q3	$133K	Sell	1,241 -384	-24%	-$41.4K	﹤0.01%	898
2021 Q2	$175K	Sell	1,625 -4,779	-75%	-$515K	﹤0.01%	774
2021 Q1	$691K	Buy	6,404 +315	+5%	+$34K	0.02%	452
2020 Q4	$658K	Buy	6,089 +926	+18%	+$99.9K	0.02%	428
2020 Q3	$558K	Sell	5,163 -4,161	-45%	-$450K	0.02%	419
2020 Q2	$1.01M	Hold	9,324	–	–	0.04%	313
2020 Q1	$991K	Buy	+9,324	New	+$991K	0.05%	316
2017 Q1	–	Sell	-342	Closed	-$36K	–	1022
2016 Q4	$36K	Buy	+342	New	+$36K	﹤0.01%	831

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 22.9% 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

Ancora Advisors's SUB Position: Q2 2022 in Review

Ancora Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 741 shares — an estimated $78K sold.

Ancora Advisors first reported a position in SUB in Q4 2016 and held it in 10 quarters. The position peaked at $1.01M in Q2 2020. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

Ancora Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Ancora Advisors sold 741 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $78K.
Ancora Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and held it in 10 quarters.
Ancora Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.01M in Q2 2020.
691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Ancora Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.