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

MorganRosel 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
Q3 		– Sell
-5,047
Closed -$528K – 103
2022
Q2 		$528K Buy
+5,047
New +$525K 0.28% 63

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Royal Bank of Canada
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TF
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MorganRosel Wealth Management's SUB Position: Q3 2022 in Review

MorganRosel Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2022, closing a stake of 5,047 shares — an estimated $528K sold.

MorganRosel Wealth Management first reported a position in SUB in Q2 2022 and held it in 1 quarter. The position peaked at $528K in Q2 2022. 713 funds tracked by Wall St. Rank hold SUB as of Q3 2022.

  • MorganRosel Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 5,047 iShares Short-Term National Muni Bond ETF shares in Q3 2022, an estimated $528K.
  • MorganRosel Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 1 quarter.
  • MorganRosel Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $528K in Q2 2022.
  • 713 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2022.

Based on MorganRosel Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.