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Armstrong Fleming & Moore’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Armstrong Fleming & Moore’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
-1,985
Closed -$204K – 92
2023
Q3 		$204K Sell
1,985
-1,620
-45% -$168K 0.2% 82
2023
Q2 		$375K Buy
+3,605
New +$375K 0.35% 59

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WL
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Armstrong Fleming & Moore's SUB Position: Q4 2023 in Review

Armstrong Fleming & Moore sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2023, closing a stake of 1,985 shares — an estimated $204K sold.

Armstrong Fleming & Moore first reported a position in SUB in Q2 2023 and held it in 2 quarters. The position peaked at $375K in Q2 2023. 785 funds tracked by Wall St. Rank hold SUB as of Q4 2023.

  • Armstrong Fleming & Moore reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Armstrong Fleming & Moore sold 1,985 iShares Short-Term National Muni Bond ETF shares in Q4 2023, an estimated $204K.
  • Armstrong Fleming & Moore first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and held it in 2 quarters.
  • Armstrong Fleming & Moore's iShares Short-Term National Muni Bond ETF position peaked at $375K in Q2 2023.
  • 785 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2023.

Based on Armstrong Fleming & Moore's 13F filing for Q4 2023, filed 6 Feb 2024.