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Paradigm Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Paradigm Financial 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
2021
Q4 		$495K Hold
4,610
– – 0.11% 116
2021
Q3 		$496K Hold
4,610
– – 0.11% 114
2021
Q2 		$497K Hold
4,610
– – 0.11% 121
2021
Q1 		$497K Buy
+4,610
New +$497K 0.12% 116

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Paradigm Financial Advisors's SUB Position: Q4 2021 in Review

Paradigm Financial Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q4 2021 at 4,610 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #116.

Paradigm Financial Advisors first reported a position in SUB in Q1 2021 and has held it in 4 quarters since. The position peaked at $497K in Q2 2021. 601 funds tracked by Wall St. Rank hold SUB as of Q4 2021.

  • Paradigm Financial Advisors held 4,610 shares of iShares Short-Term National Muni Bond ETF worth $495K as of Q4 2021.
  • Paradigm Financial Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q4 2021.
  • iShares Short-Term National Muni Bond ETF made up 0.11% of Paradigm Financial Advisors's portfolio in Q4 2021, its #116 holding.
  • Paradigm Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 4 quarters since.
  • Paradigm Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $497K in Q2 2021.
  • 601 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.