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

Hubbell Strickland 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
2024
Q1 		– Sell
-2,236
Closed -$236K – 81
2023
Q4 		$236K Buy
2,236
+10
+0.4% +$1.04K 0.13% 64
2023
Q3 		$229K Sell
2,226
-213
-9% -$22.1K 0.14% 66
2023
Q2 		$254K Sell
2,439
-618
-20% -$64.3K 0.15% 57
2023
Q1 		$320K Sell
3,057
-203
-6% -$21.2K 0.19% 50
2022
Q4 		$340K Sell
3,260
-1,724
-35% -$178K 0.21% 49
2022
Q3 		$512K Buy
4,984
+150
+3% +$15.7K 0.36% 34
2022
Q2 		$506K Sell
4,834
-1
-0% -$104 0.34% 36
2022
Q1 		$506K Sell
4,835
-211
-4% -$22.3K 0.3% 39
2021
Q4 		$542K Sell
5,046
-52
-1% -$5.58K 0.3% 40
2021
Q3 		$548K Sell
5,098
-20
-0.4% -$2.16K 0.33% 41
2021
Q2 		$552K Sell
5,118
-62
-1% -$6.68K 0.33% 40
2021
Q1 		$559K Buy
5,180
+41
+0.8% +$4.42K 0.36% 38
2020
Q4 		$556K Buy
5,139
+133
+3% +$14.4K 0.38% 37
2020
Q3 		$541K Buy
5,006
+9
+0.2% +$973 0.42% 36
2020
Q2 		$539K Hold
4,997
– – 0.45% 33
2020
Q1 		$531K Sell
4,997
-2,667
-35% -$284K 0.54% 29
2019
Q4 		$818K Buy
7,664
+478
+7% +$51K 0.66% 23
2019
Q3 		$766K Buy
+7,186
New +$767K 0.66% 22

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

Hubbell Strickland Wealth Management's SUB Position: Q1 2024 in Review

Hubbell Strickland Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2024, closing a stake of 2,236 shares — an estimated $236K sold.

Hubbell Strickland Wealth Management first reported a position in SUB in Q3 2019 and held it in 18 quarters. The position peaked at $818K in Q4 2019. 758 funds tracked by Wall St. Rank hold SUB as of Q1 2024.

  • Hubbell Strickland Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Hubbell Strickland Wealth Management sold 2,236 iShares Short-Term National Muni Bond ETF shares in Q1 2024, an estimated $236K.
  • Hubbell Strickland Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and held it in 18 quarters.
  • Hubbell Strickland Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $818K in Q4 2019.
  • 758 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2024.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.