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

IBEX Wealth 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
2021 Q4	–	Sell	-790	Closed	-$85K	–	395
2021 Q3	$85K	Buy	+790	New	+$85.2K	0.02%	233
2019 Q3	–	Sell	-769	Closed	-$81K	–	355
2019 Q2	$81K	Buy	+769	New	+$81.6K	0.02%	180
2017 Q1	–	Sell	-747	Closed	-$79K	–	345
2016 Q4	$79K	Buy	+747	New	+$78.7K	0.04%	158

Other funds holding SUB

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

IBEX Wealth Advisors's SUB Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2021, closing a stake of 790 shares — an estimated $85K sold.

IBEX Wealth Advisors first reported a position in SUB in Q4 2016 and held it in 3 quarters. The position peaked at $85K in Q3 2021. 602 funds tracked by Wall St. Rank hold SUB as of Q4 2021.

IBEX Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 790 iShares Short-Term National Muni Bond ETF shares in Q4 2021, an estimated $85K.
IBEX Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and held it in 3 quarters.
IBEX Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $85K in Q3 2021.
602 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.