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

McClarren 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
-196
Closed -$20K – 457
2023
Q1 		$20K Hold
196
– – 0.02% 208
2022
Q4 		$20K Buy
+196
New +$20.3K 0.02% 211

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

McClarren Financial Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 196 shares — an estimated $20K sold.

McClarren Financial Advisors first reported a position in SUB in Q4 2022 and held it in 2 quarters. The position peaked at $20K in Q1 2023. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

  • McClarren Financial Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 196 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $20K.
  • McClarren Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $20K in Q1 2023.
  • 755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.