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

Birchcreek 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
Q1 		– Sell
-901
Closed -$97K – 269
2020
Q4 		$97K Buy
+901
New +$97.2K 0.1% 147

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Birchcreek Wealth Management's SUB Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2021, closing a stake of 901 shares — an estimated $97K sold.

Birchcreek Wealth Management first reported a position in SUB in Q4 2020 and held it in 1 quarter. The position peaked at $97K in Q4 2020. 507 funds tracked by Wall St. Rank hold SUB as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 901 iShares Short-Term National Muni Bond ETF shares in Q1 2021, an estimated $97K.
  • Birchcreek Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $97K in Q4 2020.
  • 507 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.