Koshinski Asset Management
SUB icon

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

Koshinski 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
Q2 		– Sell
-637
Closed -$66.6K – 1808
2022
Q1 		$66.6K Sell
637
-234
-27% -$24.8K 0.01% 985
2021
Q4 		$93.5K Sell
871
-222
-20% -$23.8K 0.01% 886
2021
Q3 		$118K Buy
+1,093
New +$118K 0.01% 781

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Koshinski Asset Management's SUB Position: Q2 2022 in Review

Koshinski Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 637 shares — an estimated $66.6K sold.

Koshinski Asset Management first reported a position in SUB in Q3 2021 and held it in 3 quarters. The position peaked at $118K in Q3 2021. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

  • Koshinski Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 637 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $66.6K.
  • Koshinski Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $118K in Q3 2021.
  • 691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.