Howard Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Howard Wealth 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 Q2	–	Sell	-3,525	Closed	-$368K	–	118
2022 Q1	$368K	Sell	3,525 -185	-5%	-$19.6K	0.2%	91
2021 Q4	$398K	Buy	3,710 +380	+11%	+$40.8K	0.21%	93
2021 Q3	$358K	Sell	3,330 -560	-14%	-$60.4K	0.2%	92
2021 Q2	$419K	Buy	3,890 +610	+19%	+$65.8K	0.23%	87
2021 Q1	$353K	Buy	3,280 +160	+5%	+$17.3K	0.21%	91
2020 Q4	$337K	Buy	3,120 +420	+16%	+$45.3K	0.21%	93
2020 Q3	$291K	Buy	2,700 +440	+19%	+$47.6K	0.21%	96
2020 Q2	$243K	Buy	+2,260	New	+$242K	0.2%	99
2020 Q1	–	Sell	-150	Closed	-$16K	–	439
2019 Q4	$16K	Buy	+150	New	+$16K	0.01%	294

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Howard Wealth Management's SUB Position: Q2 2022 in Review

Howard Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 3,525 shares — an estimated $368K sold.

Howard Wealth Management first reported a position in SUB in Q4 2019 and held it in 9 quarters. The position peaked at $419K in Q2 2021. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

Howard Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Howard Wealth Management sold 3,525 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $368K.
Howard Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 9 quarters.
Howard Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $419K in Q2 2021.
691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Howard Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.