Bromfield Sneider Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bromfield Sneider Wealth 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
2024 Q1	$7.44M	Buy	71,000 +4,478	+7%	+$470K	4.59%	5
2023 Q4	$7.01M	Buy	66,522 +85	+0.1%	+$8.84K	4.75%	5
2023 Q3	$6.83M	Buy	66,437 +17,199	+35%	+$1.78M	5.15%	5
2023 Q2	$5.12M	Buy	49,238 +335	+0.7%	+$34.9K	4.07%	7
2023 Q1	$5.12M	Buy	48,903 +1,275	+3%	+$133K	4.31%	7
2022 Q4	$4.97M	Buy	47,628 +45,865	+2,602%	+$4.75M	4.6%	6
2022 Q3	$181K	Buy	1,763 +918	+109%	+$95.8K	0.21%	36
2022 Q2	$88K	Buy	+845	New	+$87.9K	0.11%	42

Other funds holding SUB

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Bromfield Sneider Wealth Advisors's SUB Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 6.7% in Q1 2024, buying an estimated $470K and bringing the position to 71,000 shares worth $7.44M. The position accounts for 4.59% of the portfolio, ranked #5.

Bromfield Sneider Wealth Advisors first reported a position in SUB in Q2 2022 and has held it in 8 quarters since. 761 funds tracked by Wall St. Rank hold SUB as of Q1 2024.

Bromfield Sneider Wealth Advisors held 71,000 shares of iShares Short-Term National Muni Bond ETF worth $7.44M as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 4,478 iShares Short-Term National Muni Bond ETF shares in Q1 2024, an estimated $470K.
iShares Short-Term National Muni Bond ETF made up 4.59% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #5 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 8 quarters since.
761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.