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GSG Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

GSG 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
Q1 		– Sell
-12,112
Closed -$1.28M – 116
2023
Q4 		$1.28M Buy
+12,112
New +$1.26M 0.48% 31

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GSG Advisors's SUB Position: Q1 2024 in Review

GSG Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2024, closing a stake of 12,112 shares — an estimated $1.28M sold.

GSG Advisors first reported a position in SUB in Q4 2023 and held it in 1 quarter. The position peaked at $1.28M in Q4 2023. 757 funds tracked by Wall St. Rank hold SUB as of Q1 2024.

  • GSG Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • GSG Advisors sold 12,112 iShares Short-Term National Muni Bond ETF shares in Q1 2024, an estimated $1.28M.
  • GSG Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 1 quarter.
  • GSG Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.28M in Q4 2023.
  • 757 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2024.

Based on GSG Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.