Berman Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Berman Capital 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
2021 Q3	$1.39M	Hold	12,942	–	–	0.22%	59
2021 Q2	$1.4M	Hold	12,942	–	–	0.22%	58
2021 Q1	$1.4M	Sell	12,942 -231	-2%	-$24.9K	0.29%	47
2020 Q4	$1.42M	Sell	13,173 -28	-0.2%	-$3.02K	0.34%	39
2020 Q3	$1.43M	Sell	13,201 -6,726	-34%	-$727K	0.41%	36
2020 Q2	$2.15M	Buy	+19,927	New	+$2.13M	0.56%	23

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Berman Capital Advisors's SUB Position: Q3 2021 in Review

Berman Capital Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2021 at 12,942 shares worth $1.39M. The position accounts for 0.22% of the portfolio, ranked #59.

Berman Capital Advisors first reported a position in SUB in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.15M in Q2 2020. 521 funds tracked by Wall St. Rank hold SUB as of Q3 2021.

Berman Capital Advisors held 12,942 shares of iShares Short-Term National Muni Bond ETF worth $1.39M as of Q3 2021.
Berman Capital Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2021.
iShares Short-Term National Muni Bond ETF made up 0.22% of Berman Capital Advisors's portfolio in Q3 2021, its #59 holding.
Berman Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2020 and has held it in 6 quarters since.
Berman Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.15M in Q2 2020.
521 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.