Capstone Triton Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Capstone Triton Financial Group’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 Q1	–	Sell	-3,115	Closed	-$334K	–	117
2021 Q4	$334K	Hold	3,115	–	–	0.67%	57
2021 Q3	$335K	Hold	3,115	–	–	0.2%	90
2021 Q2	$336K	Hold	3,115	–	–	0.21%	92
2021 Q1	$336K	Hold	3,115	–	–	0.22%	84
2020 Q4	$337K	Buy	+3,115	New	+$336K	0.21%	82

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Capstone Triton Financial Group's SUB Position: Q1 2022 in Review

Capstone Triton Financial Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2022, closing a stake of 3,115 shares — an estimated $334K sold.

Capstone Triton Financial Group first reported a position in SUB in Q4 2020 and held it in 5 quarters. The position peaked at $337K in Q4 2020. 621 funds tracked by Wall St. Rank hold SUB as of Q1 2022.

Capstone Triton Financial Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Capstone Triton Financial Group sold 3,115 iShares Short-Term National Muni Bond ETF shares in Q1 2022, an estimated $334K.
Capstone Triton Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 5 quarters.
Capstone Triton Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $337K in Q4 2020.
621 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2022.

Based on Capstone Triton Financial Group's 13F filing for Q1 2022, filed 12 May 2022.