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Cardinal Strategic Wealth Guidance’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cardinal Strategic Wealth Guidance’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
-338
Closed -$35.4K – 84
2023
Q1 		$35.4K Sell
338
-194,604
-100% -$20.3M 0.02% 70
2022
Q4 		$20.3M Buy
+194,942
New +$20.2M 9.77% 2

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's SUB Position: Q2 2023 in Review

Cardinal Strategic Wealth Guidance sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 338 shares — an estimated $35.4K sold.

Cardinal Strategic Wealth Guidance first reported a position in SUB in Q4 2022 and held it in 2 quarters. The position peaked at $20.3M in Q4 2022. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

  • Cardinal Strategic Wealth Guidance reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 338 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $35.4K.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 2 quarters.
  • Cardinal Strategic Wealth Guidance's iShares Short-Term National Muni Bond ETF position peaked at $20.3M in Q4 2022.
  • 755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2023, filed 20 Jul 2023.