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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$1.15M Buy
10,700
+7,200
+206% +$776K 0.21% 47
2021
Q1
$377K Buy
+3,500
New +$378K 0.08% 87

Other funds holding SUB

ARS Wealth Advisors's SUB Position: Q2 2021 in Review

ARS Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 206% in Q2 2021, buying an estimated $776K and bringing the position to 10,700 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #47.

ARS Wealth Advisors first reported a position in SUB in Q1 2021 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold SUB as of Q2 2021.

  • ARS Wealth Advisors held 10,700 shares of iShares Short-Term National Muni Bond ETF worth $1.15M as of Q2 2021.
  • ARS Wealth Advisors bought 7,200 iShares Short-Term National Muni Bond ETF shares in Q2 2021, an estimated $776K.
  • iShares Short-Term National Muni Bond ETF made up 0.21% of ARS Wealth Advisors's portfolio in Q2 2021, its #47 holding.
  • ARS Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.