MI
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Moneywise Inc’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Moneywise Inc’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
Q3 		– Sell
-2,264
Closed -$244K – 51
2021
Q2 		$244K Sell
2,264
-87
-4% -$9.38K 0.17% 45
2021
Q1 		$254K Buy
2,351
+3
+0.1% +$324 0.17% 43
2020
Q4 		$254K Buy
2,348
+8
+0.3% +$863 0.18% 41
2020
Q3 		$253K Sell
2,340
-85
-4% -$9.19K 0.2% 40
2020
Q2 		$262K Sell
2,425
-7
-0.3% -$750 0.21% 40
2020
Q1 		$259K Buy
+2,432
New +$259K 0.23% 36

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Moneywise Inc's SUB Position: Q3 2021 in Review

Moneywise Inc sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2021, closing a stake of 2,264 shares — an estimated $244K sold.

Moneywise Inc first reported a position in SUB in Q1 2020 and held it in 6 quarters. The position peaked at $262K in Q2 2020. 521 funds tracked by Wall St. Rank hold SUB as of Q3 2021.

  • Moneywise Inc reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Moneywise Inc sold 2,264 iShares Short-Term National Muni Bond ETF shares in Q3 2021, an estimated $244K.
  • Moneywise Inc first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and held it in 6 quarters.
  • Moneywise Inc's iShares Short-Term National Muni Bond ETF position peaked at $262K in Q2 2020.
  • 521 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2021.

Based on Moneywise Inc's 13F filing for Q3 2021, filed 12 Oct 2021.