Melone Private Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Melone Private Wealth’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 Q4	–	Sell	-2,250	Closed	-$232K	–	56
2022 Q3	$232K	Buy	2,250 +1	+0%	+$104	0.2%	54
2022 Q2	$235K	Buy	2,249 +2	+0.1%	+$208	0.2%	54
2022 Q1	$233K	Sell	2,247 -548	-20%	-$58K	0.19%	57
2021 Q4	$300K	Buy	+2,795	New	+$300K	0.23%	56

Other funds holding SUB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Melone Private Wealth's SUB Position: Q4 2022 in Review

Melone Private Wealth sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2022, closing a stake of 2,250 shares — an estimated $232K sold.

Melone Private Wealth first reported a position in SUB in Q4 2021 and held it in 4 quarters. The position peaked at $300K in Q4 2021. 786 funds tracked by Wall St. Rank hold SUB as of Q4 2022.

Melone Private Wealth reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Melone Private Wealth sold 2,250 iShares Short-Term National Muni Bond ETF shares in Q4 2022, an estimated $232K.
Melone Private Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 4 quarters.
Melone Private Wealth's iShares Short-Term National Muni Bond ETF position peaked at $300K in Q4 2021.
786 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2022.

Based on Melone Private Wealth's 13F filing for Q4 2022, filed 19 Jan 2023.