Financial Synergies Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-127	Closed	-$13.4K	–	421
2024 Q1	$13.4K	Buy	127 +36	+40%	+$3.78K	﹤0.01%	231
2023 Q4	$9.46K	Sell	91 -7	-7%	-$728	﹤0.01%	191
2023 Q3	$10.1K	Buy	98 +2	+2%	+$207	﹤0.01%	233
2023 Q2	$9.99K	Buy	96 +13	+16%	+$1.35K	﹤0.01%	230
2023 Q1	$8.65K	Sell	83 -8	-9%	-$835	﹤0.01%	238
2022 Q4	$9.46K	Sell	91 -7,960	-99%	-$824K	﹤0.01%	191
2022 Q3	$827K	Sell	8,051 -3,590	-31%	-$375K	0.14%	42
2022 Q2	$1.22M	Buy	+11,641	New	+$1.21M	0.2%	35

Other funds holding SUB

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 Synergies Wealth Advisors's SUB Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 127 shares — an estimated $13.4K sold.

Financial Synergies Wealth Advisors first reported a position in SUB in Q2 2022 and held it in 8 quarters. The position peaked at $1.22M in Q2 2022. 761 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 127 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $13.4K.
Financial Synergies Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.22M in Q2 2022.
761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.