Level Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Level Financial Advisors’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 Q2	–	Sell	-96	Closed	-$10K	–	289
2023 Q1	$10K	Sell	96 -56	-37%	-$5.85K	0.01%	166
2022 Q4	$16K	Buy	152 +1	+0.7%	+$104	0.01%	139
2022 Q3	$16K	Sell	151 -5	-3%	-$522	0.01%	149
2022 Q2	$16K	Sell	156 -2	-1%	-$208	0.01%	159
2022 Q1	$17K	Hold	158	–	–	0.01%	136
2021 Q4	$17K	Buy	+158	New	+$17K	0.01%	145

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 22.9% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Level Financial Advisors's SUB Position: Q2 2023 in Review

Level Financial Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 96 shares — an estimated $10K sold.

Level Financial Advisors first reported a position in SUB in Q4 2021 and held it in 6 quarters. The position peaked at $17K in Q1 2022. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

Level Financial Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Level Financial Advisors sold 96 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $10K.
Level Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 6 quarters.
Level Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $17K in Q1 2022.
755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Level Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.