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

Guidance Point 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 Q1	–	Sell	-2,300	Closed	-$240K	–	81
2022 Q4	$240K	Sell	2,300 -7,464	-76%	-$773K	0.1%	70
2022 Q3	$1.01M	Sell	9,764 -3,380	-26%	-$353K	0.46%	39
2022 Q2	$1.38M	Buy	13,144 +2,022	+18%	+$210K	0.59%	35
2022 Q1	$1.16M	Buy	11,122 +799	+8%	+$84.6K	0.44%	40
2021 Q4	$1.11M	Buy	10,323 +1,514	+17%	+$163K	0.4%	36
2021 Q3	$947K	Buy	8,809 +448	+5%	+$48.3K	0.35%	37
2021 Q2	$901K	Buy	8,361 +48	+0.6%	+$5.17K	0.35%	38
2021 Q1	$896K	Buy	8,313 +1,428	+21%	+$154K	0.37%	38
2020 Q4	$744K	Buy	6,885 +3,386	+97%	+$365K	0.34%	42
2020 Q3	$378K	Sell	3,499 -3,525	-50%	-$381K	0.21%	54
2020 Q2	$757K	Buy	7,024 +26	+0.4%	+$2.78K	0.42%	41
2020 Q1	$743K	Sell	6,998 -309	-4%	-$32.9K	0.48%	39
2019 Q4	$780K	Buy	7,307 +10	+0.1%	+$1.07K	0.38%	36
2019 Q3	$777K	Buy	7,297 +28	+0.4%	+$2.99K	0.43%	35
2019 Q2	$774K	Buy	7,269 +30	+0.4%	+$3.18K	0.44%	35
2019 Q1	$767K	Buy	7,239 +20	+0.3%	+$2.11K	0.45%	35
2018 Q4	$760K	Buy	+7,219	New	+$756K	0.49%	35

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 $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guidance Point Advisors's SUB Position: Q1 2023 in Review

Guidance Point Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2023, closing a stake of 2,300 shares — an estimated $240K sold.

Guidance Point Advisors first reported a position in SUB in Q4 2018 and held it in 17 quarters. The position peaked at $1.38M in Q2 2022. 761 funds tracked by Wall St. Rank hold SUB as of Q1 2023.

Guidance Point Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Guidance Point Advisors sold 2,300 iShares Short-Term National Muni Bond ETF shares in Q1 2023, an estimated $240K.
Guidance Point Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and held it in 17 quarters.
Guidance Point Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.38M in Q2 2022.
761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2023.

Based on Guidance Point Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.