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

Emerald 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	-3,244	Closed	-$339K	–	95
2022 Q1	$339K	Sell	3,244 -810	-20%	-$85.7K	0.08%	71
2021 Q4	$435K	Sell	4,054 -14,760	-78%	-$1.59M	0.1%	58
2021 Q3	$2.02M	Buy	18,814 +2,296	+14%	+$248K	0.58%	20
2021 Q2	$1.78M	Buy	16,518 +2,187	+15%	+$236K	0.56%	21
2021 Q1	$1.54M	Buy	14,331 +137	+1%	+$14.8K	0.56%	21
2020 Q4	$1.53M	Buy	14,194 +1,755	+14%	+$189K	0.53%	18
2020 Q3	$1.34M	Buy	12,439 +400	+3%	+$43.2K	0.51%	23
2020 Q2	$1.3M	Buy	12,039 +599	+5%	+$64.1K	0.57%	22
2020 Q1	$1.22M	Buy	+11,440	New	+$1.22M	0.55%	19

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

Emerald Advisors's SUB Position: Q2 2022 in Review

Emerald Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 3,244 shares — an estimated $339K sold.

Emerald Advisors first reported a position in SUB in Q1 2020 and held it in 9 quarters. The position peaked at $2.02M in Q3 2021. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

Emerald Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Emerald Advisors sold 3,244 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $339K.
Emerald Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and held it in 9 quarters.
Emerald Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.02M in Q3 2021.
691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Emerald Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.