Eldridge Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Eldridge Investment 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 Q2	–	Sell	-3,411	Closed	-$357K	–	132
2022 Q1	$357K	Buy	3,411 +2	+0.1%	+$212	0.12%	96
2021 Q4	$366K	Buy	3,409 +5	+0.1%	+$537	0.12%	95
2021 Q3	$366K	Hold	3,404	–	–	0.13%	88
2021 Q2	$367K	Hold	3,404	–	–	0.13%	84
2021 Q1	$367K	Hold	3,404	–	–	0.14%	83
2020 Q4	$368K	Hold	3,404	–	–	0.15%	75
2020 Q3	$368K	Hold	3,404	–	–	0.17%	65
2020 Q2	$367K	Hold	3,404	–	–	0.18%	67
2020 Q1	$361K	Buy	3,404 +800	+31%	+$85.1K	0.21%	60
2019 Q4	$278K	Hold	2,604	–	–	0.14%	77
2019 Q3	$277K	Hold	2,604	–	–	0.14%	75
2019 Q2	$277K	Hold	2,604	–	–	0.15%	67
2019 Q1	$276K	Hold	2,604	–	–	0.15%	67
2018 Q4	$274K	Buy	+2,604	New	+$273K	0.17%	62

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 22.96% 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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

Eldridge Investment Advisors's SUB Position: Q2 2022 in Review

Eldridge Investment Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 3,411 shares — an estimated $357K sold.

Eldridge Investment Advisors first reported a position in SUB in Q4 2018 and held it in 14 quarters. The position peaked at $368K in Q4 2020. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

Eldridge Investment Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Eldridge Investment Advisors sold 3,411 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $357K.
Eldridge Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and held it in 14 quarters.
Eldridge Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $368K in Q4 2020.
691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Eldridge Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.