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Conservest Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Conservest Capital 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
Q1 		– Sell
-18,698
Closed -$2.01M – 96
2021
Q4 		$2.01M Buy
+18,698
New +$2.01M 0.22% 32

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Conservest Capital Advisors's SUB Position: Q1 2022 in Review

Conservest Capital Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2022, closing a stake of 18,698 shares — an estimated $2.01M sold.

Conservest Capital Advisors first reported a position in SUB in Q4 2021 and held it in 1 quarter. The position peaked at $2.01M in Q4 2021. 622 funds tracked by Wall St. Rank hold SUB as of Q1 2022.

  • Conservest Capital Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Conservest Capital Advisors sold 18,698 iShares Short-Term National Muni Bond ETF shares in Q1 2022, an estimated $2.01M.
  • Conservest Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Conservest Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.01M in Q4 2021.
  • 622 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2022.

Based on Conservest Capital Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.