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Cedar Mountain Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cedar Mountain 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
2022
Q2 		– Sell
-9
Closed -$1K – 339
2022
Q1 		$1K Buy
+9
New +$952 ﹤0.01% 296

Other funds holding SUB

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WL
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Cedar Mountain Advisors's SUB Position: Q2 2022 in Review

Cedar Mountain Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 9 shares — an estimated $1K sold.

Cedar Mountain Advisors first reported a position in SUB in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

  • Cedar Mountain Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Cedar Mountain Advisors sold 9 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $1K.
  • Cedar Mountain Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • Cedar Mountain Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1K in Q1 2022.
  • 691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Cedar Mountain Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.