Financial Insights’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Insights’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 Q4	–	Sell	-2,201	Closed	-$226K	–	152
2022 Q3	$226K	Buy	+2,201	New	+$230K	0.15%	113
2022 Q2	–	Sell	-2,074	Closed	-$217K	–	92
2022 Q1	$217K	Buy	2,074 +153	+8%	+$16.2K	0.2%	78
2021 Q4	$206K	Hold	1,921	–	–	0.18%	84
2021 Q3	$207K	Hold	1,921	–	–	0.19%	77
2021 Q2	$207K	Hold	1,921	–	–	0.17%	78
2021 Q1	$207K	Hold	1,921	–	–	0.15%	78
2020 Q4	$208K	Hold	1,921	–	–	0.16%	76
2020 Q3	$208K	Buy	1,921 +1,355	+239%	+$146K	0.18%	72
2020 Q2	$207K	Sell	566 -1,355	-71%	-$145K	0.18%	75
2020 Q1	$204K	Buy	+1,921	New	+$204K	0.21%	68

Other funds holding SUB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Insights's SUB Position: Q4 2022 in Review

Financial Insights sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2022, closing a stake of 2,201 shares — an estimated $226K sold.

Financial Insights first reported a position in SUB in Q1 2020 and held it in 10 quarters. The position peaked at $226K in Q3 2022. 786 funds tracked by Wall St. Rank hold SUB as of Q4 2022.

Financial Insights reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Financial Insights sold 2,201 iShares Short-Term National Muni Bond ETF shares in Q4 2022, an estimated $226K.
Financial Insights first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and held it in 10 quarters.
Financial Insights's iShares Short-Term National Muni Bond ETF position peaked at $226K in Q3 2022.
786 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2022.

Based on Financial Insights's 13F filing for Q4 2022, filed 10 Feb 2023.