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Estate Counselors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Estate Counselors’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
Q1 		– Sell
-153,220
Closed -$16M – 162
2022
Q4 		$16M Buy
+153,220
New +$15.9M 2.23% 15

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Estate Counselors's SUB Position: Q1 2023 in Review

Estate Counselors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2023, closing a stake of 153,220 shares — an estimated $16M sold.

Estate Counselors first reported a position in SUB in Q4 2022 and held it in 1 quarter. The position peaked at $16M in Q4 2022. 758 funds tracked by Wall St. Rank hold SUB as of Q1 2023.

  • Estate Counselors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Estate Counselors sold 153,220 iShares Short-Term National Muni Bond ETF shares in Q1 2023, an estimated $16M.
  • Estate Counselors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Estate Counselors's iShares Short-Term National Muni Bond ETF position peaked at $16M in Q4 2022.
  • 758 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.