Key Bridge Compliance’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Key Bridge Compliance’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 Q3	$1.97M	Buy	+19,107	New	+$1.98M	0.62%	41

Other funds holding SUB

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

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

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Key Bridge Compliance's SUB Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2023: 19,107 shares worth $1.97M. The stake represents 0.62% of the portfolio and ranks #41 among its holdings.

754 funds tracked by Wall St. Rank hold SUB as of Q3 2023.

Key Bridge Compliance held 19,107 shares of iShares Short-Term National Muni Bond ETF worth $1.97M as of Q3 2023.
iShares Short-Term National Muni Bond ETF was a new Key Bridge Compliance position in Q3 2023.
iShares Short-Term National Muni Bond ETF made up 0.62% of Key Bridge Compliance's portfolio in Q3 2023, its #41 holding.
754 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.