Clear Perspectives Financial Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Clear Perspectives Financial Planning’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	-350	Closed	-$38K	–	238
2021 Q4	$38K	Hold	350	–	–	0.02%	118
2021 Q3	$38K	Sell	350 -250	-42%	-$27K	0.02%	112
2021 Q2	$65K	Buy	600 +350	+140%	+$37.7K	0.03%	91
2021 Q1	$27K	Hold	250	–	–	0.02%	116
2020 Q4	$27K	Buy	+250	New	+$27K	0.02%	110

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Perspectives Financial Planning's SUB Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2022, closing a stake of 350 shares — an estimated $38K sold.

Clear Perspectives Financial Planning first reported a position in SUB in Q4 2020 and held it in 5 quarters. The position peaked at $65K in Q2 2021. 622 funds tracked by Wall St. Rank hold SUB as of Q1 2022.

Clear Perspectives Financial Planning reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 350 iShares Short-Term National Muni Bond ETF shares in Q1 2022, an estimated $38K.
Clear Perspectives Financial Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 5 quarters.
Clear Perspectives Financial Planning's iShares Short-Term National Muni Bond ETF position peaked at $65K in Q2 2021.
622 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.