HI
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Hendershot Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hendershot Investments’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
Q3 		– Sell
-396
Closed -$41.2K – 141
2023
Q2 		$41.2K Hold
396
– – 0.01% 140
2023
Q1 		$41.5K Buy
396
+231
+140% +$24.1K 0.01% 142
2022
Q4 		$17.2K Buy
165
+16
+11% +$1.66K ﹤0.01% 143
2022
Q3 		$15K Buy
149
+24
+19% +$2.51K ﹤0.01% 139
2022
Q2 		$13K Hold
125
– – ﹤0.01% 142
2022
Q1 		$13K Sell
125
-185
-60% -$19.6K ﹤0.01% 145
2021
Q4 		$33K Sell
310
-1,993
-87% -$214K 0.01% 151
2021
Q3 		$248K Buy
2,303
+18
+0.8% +$1.94K 0.05% 83
2021
Q2 		$246K Buy
+2,285
New +$246K 0.05% 78

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Bank of America
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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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return