Liberty Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Liberty Wealth 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 Q1	–	Sell	-729	Closed	-$78.3M	–	180
2021 Q4	$78.3M	Sell	729 -945	-56%	-$101K	3.4%	9
2021 Q3	$181K	Buy	1,674 +1,566	+1,450%	+$169K	0.06%	178
2021 Q2	$12K	Buy	108 +38	+54%	+$4.1K	﹤0.01%	617
2021 Q1	$7K	Hold	70	–	–	﹤0.01%	664
2020 Q4	$7K	Hold	70	–	–	﹤0.01%	657
2020 Q3	$8K	Hold	70	–	–	﹤0.01%	561
2020 Q2	$8K	Hold	70	–	–	0.01%	533
2020 Q1	$7K	Hold	70	–	–	0.01%	526
2019 Q4	$7K	Hold	70	–	–	0.01%	627
2019 Q3	$7K	Hold	70	–	–	0.01%	596
2019 Q2	$7K	Hold	70	–	–	0.01%	604
2019 Q1	$7K	Hold	70	–	–	0.01%	495
2018 Q4	$7K	Buy	+70	New	+$7.33K	0.01%	495

Other funds holding SUB

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Liberty Wealth Management's SUB Position: Q1 2022 in Review

Liberty Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2022, closing a stake of 729 shares — an estimated $78.3M sold.

Liberty Wealth Management first reported a position in SUB in Q4 2018 and held it in 13 quarters. The position peaked at $78.3M in Q4 2021. 622 funds tracked by Wall St. Rank hold SUB as of Q1 2022.

Liberty Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Liberty Wealth Management sold 729 iShares Short-Term National Muni Bond ETF shares in Q1 2022, an estimated $78.3M.
Liberty Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and held it in 13 quarters.
Liberty Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $78.3M in Q4 2021.
622 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.