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Karp Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Karp Capital 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
Q4 		– Sell
-27,701
Closed -$2.84M – 94
2022
Q3 		$2.84M Buy
27,701
+99
+0.4% +$10.3K 0.58% 47
2022
Q2 		$2.89M Buy
+27,602
New +$2.87M 0.51% 68

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Karp Capital Management's SUB Position: Q4 2022 in Review

Karp Capital Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2022, closing a stake of 27,701 shares — an estimated $2.84M sold.

Karp Capital Management first reported a position in SUB in Q2 2022 and held it in 2 quarters. The position peaked at $2.89M in Q2 2022. 784 funds tracked by Wall St. Rank hold SUB as of Q4 2022.

  • Karp Capital Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 27,701 iShares Short-Term National Muni Bond ETF shares in Q4 2022, an estimated $2.84M.
  • Karp Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 2 quarters.
  • Karp Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $2.89M in Q2 2022.
  • 784 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.