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Badgley Phelps Wealth Managers’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Badgley Phelps Wealth Managers’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
2021
Q4 		– Sell
-2,200
Closed -$237K – 228
2021
Q3 		$237K Buy
+2,200
New +$237K 0.01% 193

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Badgley Phelps Wealth Managers's SUB Position: Q4 2021 in Review

Badgley Phelps Wealth Managers sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2021, closing a stake of 2,200 shares — an estimated $237K sold.

Badgley Phelps Wealth Managers first reported a position in SUB in Q3 2021 and held it in 1 quarter. The position peaked at $237K in Q3 2021. 602 funds tracked by Wall St. Rank hold SUB as of Q4 2021.

  • Badgley Phelps Wealth Managers reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 2,200 iShares Short-Term National Muni Bond ETF shares in Q4 2021, an estimated $237K.
  • Badgley Phelps Wealth Managers first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and held it in 1 quarter.
  • Badgley Phelps Wealth Managers's iShares Short-Term National Muni Bond ETF position peaked at $237K in Q3 2021.
  • 602 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2021.

Based on Badgley Phelps Wealth Managers's 13F filing for Q4 2021, filed 8 Feb 2022.