Institutional & Family Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Institutional & Family Asset 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 Q3	–	Sell	-296	Closed	-$31K	–	770
2022 Q2	$31K	Hold	296	–	–	0.01%	268
2022 Q1	$31K	Hold	296	–	–	﹤0.01%	305
2021 Q4	$32K	Hold	296	–	–	0.01%	315
2021 Q3	$32K	Sell	296 -464	-61%	-$50K	0.01%	395
2021 Q2	$82K	Hold	760	–	–	0.01%	269
2021 Q1	$82K	Buy	+760	New	+$82K	0.02%	291

Other funds holding SUB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Institutional & Family Asset Management's SUB Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2022, closing a stake of 296 shares — an estimated $31K sold.

Institutional & Family Asset Management first reported a position in SUB in Q1 2021 and held it in 6 quarters. The position peaked at $82K in Q2 2021. 713 funds tracked by Wall St. Rank hold SUB as of Q3 2022.

Institutional & Family Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 296 iShares Short-Term National Muni Bond ETF shares in Q3 2022, an estimated $31K.
Institutional & Family Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and held it in 6 quarters.
Institutional & Family Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $82K in Q2 2021.
713 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.