First Citizens Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

First Citizens Asset Management’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 Q2	–	Sell	-2,617	Closed	-$274K	–	35
2023 Q1	$274K	Buy	+2,617	New	+$273K	0.11%	32

Other funds holding SUB

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

First Citizens Asset Management's SUB Position: Q2 2023 in Review

First Citizens Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 2,617 shares — an estimated $274K sold.

First Citizens Asset Management first reported a position in SUB in Q1 2023 and held it in 1 quarter. The position peaked at $274K in Q1 2023. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

First Citizens Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
First Citizens Asset Management sold 2,617 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $274K.
First Citizens Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and held it in 1 quarter.
First Citizens Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $274K in Q1 2023.
755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on First Citizens Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.