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

Archvest Wealth 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
2024 Q3	–	Sell	-3,229	Closed	-$337K	–	77
2024 Q2	$337K	Sell	3,229 -2,270	-41%	-$237K	0.22%	48
2024 Q1	$575K	Sell	5,499 -4,717	-46%	-$495K	0.41%	37
2023 Q4	$1.08M	Sell	10,216 -63	-0.6%	-$6.55K	0.81%	17
2023 Q3	$1.06M	Hold	10,279	–	–	0.86%	20
2023 Q2	$1.07M	Sell	10,279 -223	-2%	-$23.2K	0.88%	19
2023 Q1	$1.1M	Buy	10,502 +571	+6%	+$59.6K	0.97%	19
2022 Q4	$1.04M	Sell	9,931 -266	-3%	-$27.5K	1.02%	19
2022 Q3	$1.05M	Buy	10,197 +1,910	+23%	+$199K	1.07%	18
2022 Q2	$867K	Sell	8,287 -47	-0.6%	-$4.89K	0.86%	19
2022 Q1	$872K	Sell	8,334 -8	-0.1%	-$847	0.79%	19
2021 Q4	$896K	Buy	+8,342	New	+$896K	0.78%	19

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Archvest Wealth Advisors's SUB Position: Q3 2024 in Review

Archvest Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2024, closing a stake of 3,229 shares — an estimated $337K sold.

Archvest Wealth Advisors first reported a position in SUB in Q4 2021 and held it in 11 quarters. The position peaked at $1.1M in Q1 2023. 761 funds tracked by Wall St. Rank hold SUB as of Q3 2024.

Archvest Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Archvest Wealth Advisors sold 3,229 iShares Short-Term National Muni Bond ETF shares in Q3 2024, an estimated $337K.
Archvest Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 11 quarters.
Archvest Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.1M in Q1 2023.
761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2024.

Based on Archvest Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.