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

B. Riley 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
2023 Q1	–	Sell	-3,277	Closed	-$342K	–	1613
2022 Q4	$342K	Buy	+3,277	New	+$339K	0.01%	971
2022 Q3	–	Sell	-2,978	Closed	-$312K	–	1529
2022 Q2	$312K	Buy	2,978 +295	+11%	+$30.7K	0.01%	860
2022 Q1	$281K	Sell	2,683 -873	-25%	-$92.4K	0.01%	1045
2021 Q4	$382K	Sell	3,556 -901	-20%	-$96.8K	0.01%	951
2021 Q3	$480K	Buy	4,457 +1,298	+41%	+$140K	0.02%	799
2021 Q2	$341K	Hold	3,159	–	–	0.01%	953
2021 Q1	$341K	Sell	3,159 -74	-2%	-$7.99K	0.01%	932
2020 Q4	$350K	Buy	3,233 +137	+4%	+$14.8K	0.02%	674
2020 Q3	$335K	Buy	3,096 +251	+9%	+$27.1K	0.02%	681
2020 Q2	$307K	Buy	2,845 +107	+4%	+$11.5K	0.02%	627
2020 Q1	$292K	Sell	2,738 -1,144	-29%	-$122K	0.02%	545
2019 Q4	$415K	Buy	+3,882	New	+$414K	0.04%	495

Other funds holding SUB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

B. Riley Wealth Advisors's SUB Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2023, closing a stake of 3,277 shares — an estimated $342K sold.

B. Riley Wealth Advisors first reported a position in SUB in Q4 2019 and held it in 12 quarters. The position peaked at $480K in Q3 2021. 761 funds tracked by Wall St. Rank hold SUB as of Q1 2023.

B. Riley Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,277 iShares Short-Term National Muni Bond ETF shares in Q1 2023, an estimated $342K.
B. Riley Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 12 quarters.
B. Riley Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $480K in Q3 2021.
761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.