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

Boston Standard 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
2023 Q2	–	Sell	-2,165	Closed	-$227K	–	42
2023 Q1	$227K	Buy	2,165 +6	+0.3%	+$626	0.07%	38
2022 Q4	$225K	Sell	2,159 -12	-0.6%	-$1.24K	0.07%	39
2022 Q3	$223K	Buy	2,171 +5	+0.2%	+$522	0.07%	35
2022 Q2	$227K	Buy	+2,166	New	+$225K	0.07%	35
2021 Q4	–	Sell	-2,123	Closed	-$228K	–	40
2021 Q3	$228K	Buy	+2,123	New	+$229K	0.07%	39
2018 Q4	–	Sell	-2,610	Closed	-$273K	–	32
2018 Q3	$273K	Buy	+2,610	New	+$274K	0.15%	28
2018 Q1	$273K	Buy	2,607 +1	+0%	+$105	0.17%	27
2017 Q4	$273K	Buy	2,606 +1	+0%	+$105	0.17%	28
2017 Q3	$276K	Sell	2,605 -12	-0.5%	-$1.27K	0.18%	20
2017 Q2	$276K	Sell	2,617 -251	-9%	-$26.6K	0.19%	21
2017 Q1	$303K	Sell	2,868 -476	-14%	-$50.2K	0.23%	21
2016 Q4	$351K	Buy	3,344 +8	+0.2%	+$843	0.28%	21
2016 Q3	$354K	Buy	3,336 +7	+0.2%	+$744	0.29%	21
2016 Q2	$354K	Sell	3,329 -191	-5%	-$20.3K	0.31%	22
2016 Q1	$373K	Buy	+3,520	New	+$374K	0.34%	21
2015 Q4	–	Sell	-4,145	Closed	-$439K	–	23
2015 Q3	$439K	Sell	4,145 -92	-2%	-$9.73K	0.44%	20
2015 Q2	$448K	Sell	4,237 -27	-0.6%	-$2.85K	0.42%	20
2015 Q1	$450K	Sell	4,264 -564	-12%	-$59.8K	0.42%	21
2014 Q4	$513K	Buy	+4,828	New	+$512K	0.51%	20

Other funds holding SUB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Standard Wealth Management's SUB Position: Q2 2023 in Review

Boston Standard Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 2,165 shares — an estimated $227K sold.

Boston Standard Wealth Management first reported a position in SUB in Q4 2014 and held it in 19 quarters. The position peaked at $513K in Q4 2014. 753 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

Boston Standard Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Boston Standard Wealth Management sold 2,165 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $227K.
Boston Standard Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2014 and held it in 19 quarters.
Boston Standard Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $513K in Q4 2014.
753 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Boston Standard Wealth Management's 13F filing for Q2 2023, filed 6 Jul 2023.