Gerber Kawasaki Wealth & Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022 Q4	–	Sell	-30,000	Closed	-$3.08M	–	275
2022 Q3	$3.08M	Buy	+30,000	New	+$3.13M	0.29%	68
2021 Q3	–	Sell	-2,250	Closed	-$242K	–	1226
2021 Q2	$242K	Buy	+2,250	New	+$243K	0.02%	219

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 $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SUB Position: Q4 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2022, closing a stake of 30,000 shares — an estimated $3.08M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SUB in Q2 2021 and held it in 2 quarters. The position peaked at $3.08M in Q3 2022. 785 funds tracked by Wall St. Rank hold SUB as of Q4 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 30,000 iShares Short-Term National Muni Bond ETF shares in Q4 2022, an estimated $3.08M.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and held it in 2 quarters.
Gerber Kawasaki Wealth & Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $3.08M in Q3 2022.
785 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.