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

Legacy 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
-1,935
Closed -$202K – 105
2022
Q1 		$202K Sell
1,935
-15
-0.8% -$1.59K 0.24% 96
2021
Q4 		$209K Sell
1,950
-844
-30% -$90.6K 0.24% 91
2021
Q3 		$301K Buy
+2,794
New +$301K 0.34% 61

Other funds holding SUB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Legacy Wealth Planning sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 1,935 shares — an estimated $202K sold.

Legacy Wealth Planning first reported a position in SUB in Q3 2021 and held it in 3 quarters. The position peaked at $301K in Q3 2021. 690 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

  • Legacy Wealth Planning reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 1,935 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $202K.
  • Legacy Wealth Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and held it in 3 quarters.
  • Legacy Wealth Planning's iShares Short-Term National Muni Bond ETF position peaked at $301K in Q3 2021.
  • 690 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.