MSH Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

MSH Capital 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
2024 Q2	–	Sell	-2,632	Closed	-$276K	–	232
2024 Q1	$276K	Buy	2,632 +3	+0.1%	+$315	0.1%	182
2023 Q4	$277K	Sell	2,629 -546	-17%	-$56.8K	0.1%	173
2023 Q3	$327K	Buy	3,175 +4	+0.1%	+$415	0.13%	162
2023 Q2	$330K	Buy	3,171 +204	+7%	+$21.2K	0.12%	165
2023 Q1	$311K	Buy	+2,967	New	+$310K	0.13%	156

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

MSH Capital Advisors's SUB Position: Q2 2024 in Review

MSH Capital Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 2,632 shares — an estimated $276K sold.

MSH Capital Advisors first reported a position in SUB in Q1 2023 and held it in 5 quarters. The position peaked at $330K in Q2 2023. 761 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

MSH Capital Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
MSH Capital Advisors sold 2,632 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $276K.
MSH Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and held it in 5 quarters.
MSH Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $330K in Q2 2023.
761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on MSH Capital Advisors's 13F filing for Q2 2024, filed 14 Feb 2025.