Orcam Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Orcam Financial Group’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
2023 Q2	–	Sell	-3,415	Closed	-$357K	–	36
2023 Q1	$357K	Hold	3,415	–	–	0.5%	25
2022 Q4	$356K	Hold	3,415	–	–	0.55%	23
2022 Q3	$351K	Sell	3,415 -390	-10%	-$40.7K	0.6%	20
2022 Q2	$398K	Sell	3,805 -2,100	-36%	-$218K	0.64%	19
2022 Q1	$618K	Sell	5,905 -2,200	-27%	-$233K	0.88%	18
2021 Q4	$870K	Buy	+8,105	New	+$870K	1.19%	15

Other funds holding SUB

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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Orcam Financial Group's SUB Position: Q2 2023 in Review

Orcam Financial Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 3,415 shares — an estimated $357K sold.

Orcam Financial Group first reported a position in SUB in Q4 2021 and held it in 6 quarters. The position peaked at $870K in Q4 2021. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

Orcam Financial Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
Orcam Financial Group sold 3,415 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $357K.
Orcam Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 6 quarters.
Orcam Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $870K in Q4 2021.
755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Orcam Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.