Braun-Bostich & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Braun-Bostich & Associates’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
2024 Q2	–	Sell	-2,524	Closed	-$264K	–	141
2024 Q1	$264K	Sell	2,524 -2,524	-50%	-$265K	0.22%	104
2023 Q4	$532K	Buy	+5,048	New	+$525K	0.48%	52
2023 Q3	–	Sell	-5,048	Closed	-$525K	–	100
2023 Q2	$525K	Hold	5,048	–	–	1.12%	36
2023 Q1	$528K	Buy	+5,048	New	+$527K	1.25%	32

Other funds holding SUB

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Braun-Bostich & Associates's SUB Position: Q2 2024 in Review

Braun-Bostich & Associates sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 2,524 shares — an estimated $264K sold.

Braun-Bostich & Associates first reported a position in SUB in Q1 2023 and held it in 4 quarters. The position peaked at $532K in Q4 2023. 761 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

Braun-Bostich & Associates reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Braun-Bostich & Associates sold 2,524 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $264K.
Braun-Bostich & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and held it in 4 quarters.
Braun-Bostich & Associates's iShares Short-Term National Muni Bond ETF position peaked at $532K in Q4 2023.
761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on Braun-Bostich & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.