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

Forvis Mazars 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
2023 Q2	–	Sell	-2,935	Closed	-$307K	–	424
2023 Q1	$307K	Sell	2,935 -1	-0%	-$104	0.01%	328
2022 Q4	$306K	Buy	+2,936	New	+$304K	0.01%	319
2022 Q3	–	Sell	-3,129	Closed	-$328K	–	399
2022 Q2	$328K	Buy	+3,129	New	+$326K	0.01%	308
2015 Q2	–	Sell	-2,085	Closed	-$221K	–	194
2015 Q1	$221K	Buy	+2,085	New	+$221K	0.03%	171

Other funds holding SUB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's SUB Position: Q2 2023 in Review

Forvis Mazars Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 2,935 shares — an estimated $307K sold.

Forvis Mazars Wealth Advisors first reported a position in SUB in Q1 2015 and held it in 4 quarters. The position peaked at $328K in Q2 2022. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

Forvis Mazars Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,935 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $307K.
Forvis Mazars Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2015 and held it in 4 quarters.
Forvis Mazars Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $328K in Q2 2022.
755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.