Cahill Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cahill Financial 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
2023 Q2	–	Sell	-2,122	Closed	-$222K	–	245
2023 Q1	$222K	Buy	2,122 +5	+0.2%	+$522	0.04%	221
2022 Q4	$221K	Buy	2,117 +121	+6%	+$12.5K	0.04%	215
2022 Q3	$205K	Sell	1,996 -532	-21%	-$55.5K	0.04%	207
2022 Q2	$265K	Buy	2,528 +156	+7%	+$16.2K	0.06%	185
2022 Q1	$248K	Buy	2,372 +286	+14%	+$30.3K	0.05%	201
2021 Q4	$224K	Sell	2,086 -656	-24%	-$70.5K	0.04%	207
2021 Q3	$295K	Buy	2,742 +128	+5%	+$13.8K	0.06%	188
2021 Q2	$282K	Hold	2,614	–	–	0.06%	180
2021 Q1	$282K	Buy	2,614 +388	+17%	+$41.9K	0.07%	176
2020 Q4	$241K	Buy	+2,226	New	+$240K	0.06%	178

Other funds holding SUB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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

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

Cahill Financial Advisors's SUB Position: Q2 2023 in Review

Cahill Financial Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 2,122 shares — an estimated $222K sold.

Cahill Financial Advisors first reported a position in SUB in Q4 2020 and held it in 10 quarters. The position peaked at $295K in Q3 2021. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

Cahill Financial Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Cahill Financial Advisors sold 2,122 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $222K.
Cahill Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 10 quarters.
Cahill Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $295K in Q3 2021.
755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Cahill Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.