Baker Tilly Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Baker Tilly Wealth Management’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 Q3	–	Sell	-2,715	Closed	-$293K	–	520
2021 Q2	$293K	Hold	2,715	–	–	0.05%	401
2021 Q1	$293K	Hold	2,715	–	–	0.06%	363
2020 Q4	$294K	Buy	+2,715	New	+$293K	0.09%	243

Other funds holding SUB

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Baker Tilly Wealth Management's SUB Position: Q3 2021 in Review

Baker Tilly Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2021, closing a stake of 2,715 shares — an estimated $293K sold.

Baker Tilly Wealth Management first reported a position in SUB in Q4 2020 and held it in 3 quarters. The position peaked at $294K in Q4 2020. 521 funds tracked by Wall St. Rank hold SUB as of Q3 2021.

Baker Tilly Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,715 iShares Short-Term National Muni Bond ETF shares in Q3 2021, an estimated $293K.
Baker Tilly Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 3 quarters.
Baker Tilly Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $294K in Q4 2020.
521 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2021.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.