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CBIZ Investment Advisory Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

CBIZ Investment Advisory Services’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
Q2 		– Sell
-5
Closed -$525 – 417
2024
Q1 		$525 Buy
+5
New +$525 ﹤0.01% 341

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Morgan Stanley
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SEI Investments
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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TIAA Trust, National Association
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UBS Group
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Franklin Resources
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CBIZ Investment Advisory Services's SUB Position: Q2 2024 in Review

CBIZ Investment Advisory Services sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 5 shares — an estimated $525 sold.

CBIZ Investment Advisory Services first reported a position in SUB in Q1 2024 and held it in 1 quarter. The position peaked at $525 in Q1 2024. 761 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

  • CBIZ Investment Advisory Services reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 5 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $525.
  • CBIZ Investment Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's iShares Short-Term National Muni Bond ETF position peaked at $525 in Q1 2024.
  • 761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.