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

IFS 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
2022 Q2	–	Sell	-125	Closed	-$13K	–	126
2022 Q1	$13K	Sell	125 -19,671	-99%	-$2.08M	0.01%	53
2021 Q4	$2.13M	Sell	19,796 -1,330	-6%	-$143K	1.49%	14
2021 Q3	$2.27M	Buy	21,126 +931	+5%	+$100K	1.46%	15
2021 Q2	$2.18M	Buy	20,195 +1,272	+7%	+$137K	1.46%	16
2021 Q1	$2.04M	Sell	18,923 -1,563	-8%	-$169K	1.6%	14
2020 Q4	$2.21M	Buy	+20,486	New	+$2.21M	1.7%	12

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

IFS Advisors's SUB Position: Q2 2022 in Review

IFS Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 125 shares — an estimated $13K sold.

IFS Advisors first reported a position in SUB in Q4 2020 and held it in 6 quarters. The position peaked at $2.27M in Q3 2021. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

IFS Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
IFS Advisors sold 125 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $13K.
IFS Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 6 quarters.
IFS Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.27M in Q3 2021.
691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on IFS Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.