Mirsky Financial Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mirsky Financial 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
2021 Q4	$3.79M	Buy	35,337 +508	+1%	+$54.6K	1.57%	20
2021 Q3	$3.75M	Buy	34,829 +829	+2%	+$89.4K	1.67%	20
2021 Q2	$3.67M	Sell	34,000 -3,800	-10%	-$410K	1.63%	20
2021 Q1	$4.08M	Sell	37,800 -755	-2%	-$81.5K	1.89%	23
2020 Q4	$4.17M	Buy	38,555 +239	+0.6%	+$25.8K	2.14%	22
2020 Q3	$4.14M	Buy	38,316 +1,779	+5%	+$192K	2.34%	19
2020 Q2	$3.94M	Buy	36,537 +1,202	+3%	+$129K	2.37%	20
2020 Q1	$3.76M	Buy	35,335 +507	+1%	+$53.9K	2.65%	14
2019 Q4	$3.72M	Buy	34,828 +656	+2%	+$70K	2.42%	15
2019 Q3	$3.64M	Sell	34,172 -6,668	-16%	-$712K	2.61%	14
2019 Q2	$4.35M	Buy	40,840 +4,137	+11%	+$439K	3.27%	12
2019 Q1	$3.89M	Buy	36,703 +327	+0.9%	+$34.5K	3.03%	13
2018 Q4	$3.83M	Buy	+36,376	New	+$3.81M	3.37%	12

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mirsky Financial Management's SUB Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.5% in Q4 2021, buying an estimated $54.6K and bringing the position to 35,337 shares worth $3.79M. The position accounts for 1.57% of the portfolio, ranked #20.

Mirsky Financial Management first reported a position in SUB in Q4 2018 and has held it in 13 quarters since. The position peaked at $4.35M in Q2 2019. 601 funds tracked by Wall St. Rank hold SUB as of Q4 2021.

Mirsky Financial Management held 35,337 shares of iShares Short-Term National Muni Bond ETF worth $3.79M as of Q4 2021.
Mirsky Financial Management bought 508 iShares Short-Term National Muni Bond ETF shares in Q4 2021, an estimated $54.6K.
iShares Short-Term National Muni Bond ETF made up 1.57% of Mirsky Financial Management's portfolio in Q4 2021, its #20 holding.
Mirsky Financial Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and has held it in 13 quarters since.
Mirsky Financial Management's iShares Short-Term National Muni Bond ETF position peaked at $4.35M in Q2 2019.
601 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.