Obsidian Personal Planning Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	–	Sell	-26,339	Closed	-$2.75M	–	107
2024 Q2	$2.75M	Buy	26,339 +362	+1%	+$37.8K	1.68%	21
2024 Q1	$2.72M	Buy	25,977 +2,463	+10%	+$259K	1.78%	21
2023 Q4	$2.48M	Sell	23,514 -164	-0.7%	-$17.1K	1.89%	18
2023 Q3	$2.44M	Buy	+23,678	New	+$2.46M	2.08%	15

Other funds holding SUB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Obsidian Personal Planning Solutions's SUB Position: Q3 2024 in Review

Obsidian Personal Planning Solutions sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2024, closing a stake of 26,339 shares — an estimated $2.75M sold.

Obsidian Personal Planning Solutions first reported a position in SUB in Q3 2023 and held it in 4 quarters. The position peaked at $2.75M in Q2 2024. 762 funds tracked by Wall St. Rank hold SUB as of Q3 2024.

Obsidian Personal Planning Solutions reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
Obsidian Personal Planning Solutions sold 26,339 iShares Short-Term National Muni Bond ETF shares in Q3 2024, an estimated $2.75M.
Obsidian Personal Planning Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and held it in 4 quarters.
Obsidian Personal Planning Solutions's iShares Short-Term National Muni Bond ETF position peaked at $2.75M in Q2 2024.
762 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2024.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2024, filed 7 Nov 2024.