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

Global Trust 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
2022
Q4 		– Sell
-200
Closed -$21K – 459
2022
Q3 		$21K Buy
+200
New +$20.9K 0.01% 275

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Envestnet Asset Management
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Morgan Stanley
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WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Global Trust Asset Management's SUB Position: Q4 2022 in Review

Global Trust Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2022, closing a stake of 200 shares — an estimated $21K sold.

Global Trust Asset Management first reported a position in SUB in Q3 2022 and held it in 1 quarter. The position peaked at $21K in Q3 2022. 786 funds tracked by Wall St. Rank hold SUB as of Q4 2022.

  • Global Trust Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Global Trust Asset Management sold 200 iShares Short-Term National Muni Bond ETF shares in Q4 2022, an estimated $21K.
  • Global Trust Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Global Trust Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $21K in Q3 2022.
  • 786 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2022.

Based on Global Trust Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.