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Cypress Wealth Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-5,123
Closed -$554K – 481
2020
Q3 		$554K Buy
+5,123
New +$554K 0.14% 122

Other funds holding SUB

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cypress Wealth Services's SUB Position: Q2 2024 in Review

Cypress Wealth Services sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 3,143 shares — an estimated $329K sold.

Cypress Wealth Services first reported a position in SUB in Q3 2019 and held it in 18 quarters. The position peaked at $866K in Q3 2022. 758 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

  • Cypress Wealth Services reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 3,143 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $329K.
  • Cypress Wealth Services first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and held it in 18 quarters.
  • Cypress Wealth Services's iShares Short-Term National Muni Bond ETF position peaked at $866K in Q3 2022.
  • 758 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on Cypress Wealth Services's 13F filing for Q2 2024, filed 12 Jul 2024.