Ironwood Investment Counsel’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ironwood Investment Counsel’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
2023 Q1	–	Sell	-5,834	Closed	-$608K	–	217
2022 Q4	$608K	Buy	+5,834	New	+$604K	0.15%	116
2021 Q2	–	Sell	-2,185	Closed	-$235K	–	205
2021 Q1	$235K	Sell	2,185 -340	-13%	-$36.7K	0.07%	173
2020 Q4	$272K	Buy	2,525 +215	+9%	+$23.2K	0.06%	178
2020 Q3	$249K	Buy	+2,310	New	+$250K	0.07%	170

Other funds holding SUB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Investment Counsel's SUB Position: Q1 2023 in Review

Ironwood Investment Counsel sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2023, closing a stake of 5,834 shares — an estimated $608K sold.

Ironwood Investment Counsel first reported a position in SUB in Q3 2020 and held it in 4 quarters. The position peaked at $608K in Q4 2022. 759 funds tracked by Wall St. Rank hold SUB as of Q1 2023.

Ironwood Investment Counsel reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Ironwood Investment Counsel sold 5,834 iShares Short-Term National Muni Bond ETF shares in Q1 2023, an estimated $608K.
Ironwood Investment Counsel first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and held it in 4 quarters.
Ironwood Investment Counsel's iShares Short-Term National Muni Bond ETF position peaked at $608K in Q4 2022.
759 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2023.

Based on Ironwood Investment Counsel's 13F filing for Q1 2023, filed 11 May 2023.