Doyle Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Doyle Wealth Management’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 Q3	$483K	Buy	4,702 +2,211	+89%	+$231K	0.04%	130
2022 Q2	$261K	Buy	+2,491	New	+$259K	0.02%	185
2019 Q3	–	Sell	-319	Closed	-$34K	–	696
2019 Q2	$34K	Buy	+319	New	+$33.8K	﹤0.01%	435
2019 Q1	–	Sell	-597	Closed	-$63K	–	682
2018 Q4	$63K	Buy	+597	New	+$62.5K	0.01%	317

Other funds holding SUB

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

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

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Doyle Wealth Management's SUB Position: Q3 2022 in Review

Doyle Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 89% in Q3 2022, buying an estimated $231K and bringing the position to 4,702 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #130.

Doyle Wealth Management first reported a position in SUB in Q4 2018 and has held it in 4 quarters since. 712 funds tracked by Wall St. Rank hold SUB as of Q3 2022.

Doyle Wealth Management held 4,702 shares of iShares Short-Term National Muni Bond ETF worth $483K as of Q3 2022.
Doyle Wealth Management bought 2,211 iShares Short-Term National Muni Bond ETF shares in Q3 2022, an estimated $231K.
iShares Short-Term National Muni Bond ETF made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #130 holding.
Doyle Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and has held it in 4 quarters since.
712 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.