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Arjuna Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Arjuna Capital’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
2023
Q4 		– Sell
-2,672
Closed -$275K – 107
2023
Q3 		$275K Buy
+2,672
New +$277K 0.1% 86

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Mercer Global Advisors
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Morgan Stanley
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SEI Investments
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WL
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Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arjuna Capital's SUB Position: Q4 2023 in Review

Arjuna Capital sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2023, closing a stake of 2,672 shares — an estimated $275K sold.

Arjuna Capital first reported a position in SUB in Q3 2023 and held it in 1 quarter. The position peaked at $275K in Q3 2023. 789 funds tracked by Wall St. Rank hold SUB as of Q4 2023.

  • Arjuna Capital reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Arjuna Capital sold 2,672 iShares Short-Term National Muni Bond ETF shares in Q4 2023, an estimated $275K.
  • Arjuna Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Arjuna Capital's iShares Short-Term National Muni Bond ETF position peaked at $275K in Q3 2023.
  • 789 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2023.

Based on Arjuna Capital's 13F filing for Q4 2023, filed 8 Feb 2024.