Cedar Brook Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cedar Brook Financial Partners’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	-2,011	Closed	-$210K	–	421
2023 Q1	$210K	Sell	2,011 -1,625	-45%	-$170K	0.05%	357
2022 Q4	$379K	Sell	3,636 -2,509	-41%	-$260K	0.11%	215
2022 Q3	$631K	Buy	6,145 +2,892	+89%	+$302K	0.2%	130
2022 Q2	$340K	Buy	+3,253	New	+$338K	0.11%	218
2020 Q1	–	Sell	-2,056	Closed	-$220K	–	295
2019 Q4	$220K	Sell	2,056 -1	-0%	-$107	0.09%	258
2019 Q3	$219K	Sell	2,057 -1	-0%	-$107	0.1%	266
2019 Q2	$219K	Hold	2,058	–	–	0.1%	265
2019 Q1	$218K	Sell	2,058 -173	-8%	-$18.3K	0.11%	258
2018 Q4	$235K	Buy	+2,231	New	+$234K	0.14%	196

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

Cedar Brook Financial Partners's SUB Position: Q2 2023 in Review

Cedar Brook Financial Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 2,011 shares — an estimated $210K sold.

Cedar Brook Financial Partners first reported a position in SUB in Q4 2018 and held it in 9 quarters. The position peaked at $631K in Q3 2022. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

Cedar Brook Financial Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 2,011 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $210K.
Cedar Brook Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and held it in 9 quarters.
Cedar Brook Financial Partners's iShares Short-Term National Muni Bond ETF position peaked at $631K in Q3 2022.
755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2023, filed 5 Jul 2023.