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

BT 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
2022 Q2	$410K	Buy	+3,921	New	+$408K	0.12%	43

Other funds holding SUB

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

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

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BT Wealth Management's SUB Position: Q2 2022 in Review

BT Wealth Management opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022: 3,921 shares worth $410K. The stake represents 0.12% of the portfolio and ranks #43 among its holdings.

689 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

BT Wealth Management held 3,921 shares of iShares Short-Term National Muni Bond ETF worth $410K as of Q2 2022.
iShares Short-Term National Muni Bond ETF was a new BT Wealth Management position in Q2 2022.
iShares Short-Term National Muni Bond ETF made up 0.12% of BT Wealth Management's portfolio in Q2 2022, its #43 holding.
689 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.