Clearview Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-150	Closed	-$15.6K	–	564
2023 Q2	$15.6K	Hold	150	–	–	0.02%	307
2023 Q1	$15.7K	Hold	150	–	–	0.02%	304
2022 Q4	$15.6K	Hold	150	–	–	0.01%	280
2022 Q3	$15K	Hold	150	–	–	0.01%	293
2022 Q2	$16K	Hold	150	–	–	0.01%	308
2022 Q1	$16K	Sell	150 -185	-55%	-$19.6K	0.01%	325
2021 Q4	$36K	Sell	335 -640	-66%	-$68.7K	0.02%	261
2021 Q3	$105K	Hold	975	–	–	0.07%	156
2021 Q2	$105K	Hold	975	–	–	0.06%	156
2021 Q1	$105K	Buy	975 +2	+0.2%	+$216	0.07%	151
2020 Q4	$105K	Buy	+973	New	+$105K	0.07%	138

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 22.96% 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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clearview Wealth Advisors's SUB Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2023, closing a stake of 150 shares — an estimated $15.6K sold.

Clearview Wealth Advisors first reported a position in SUB in Q4 2020 and held it in 11 quarters. The position peaked at $105K in Q3 2021. 754 funds tracked by Wall St. Rank hold SUB as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 150 iShares Short-Term National Muni Bond ETF shares in Q3 2023, an estimated $15.6K.
Clearview Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $105K in Q3 2021.
754 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.