LWP
SUB icon

Laurel Wealth Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Laurel Wealth Planning’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
-475
Closed -$50K – 281
2022
Q1 		$50K Buy
+475
New +$50.3K 0.03% 119

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 22.96% 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

Laurel Wealth Planning's SUB Position: Q2 2022 in Review

Laurel Wealth Planning sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 475 shares — an estimated $50K sold.

Laurel Wealth Planning first reported a position in SUB in Q1 2022 and held it in 1 quarter. The position peaked at $50K in Q1 2022. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

  • Laurel Wealth Planning reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 475 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $50K.
  • Laurel Wealth Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's iShares Short-Term National Muni Bond ETF position peaked at $50K in Q1 2022.
  • 691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.