Engrave Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Engrave Wealth Partners’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
2023 Q4	$3M	Buy	+28,500	New	+$2.96M	0.86%	19

Other funds holding SUB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Engrave Wealth Partners's SUB Position: Q4 2023 in Review

Engrave Wealth Partners opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q4 2023: 28,500 shares worth $3M. The stake represents 0.86% of the portfolio and ranks #19 among its holdings.

785 funds tracked by Wall St. Rank hold SUB as of Q4 2023.

Engrave Wealth Partners held 28,500 shares of iShares Short-Term National Muni Bond ETF worth $3M as of Q4 2023.
iShares Short-Term National Muni Bond ETF was a new Engrave Wealth Partners position in Q4 2023.
iShares Short-Term National Muni Bond ETF made up 0.86% of Engrave Wealth Partners's portfolio in Q4 2023, its #19 holding.
785 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.