PSUF
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People's United Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

People's United Financial’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
Q1 		$906K Sell
8,661
-4,963
-36% -$525K 0.03% 335
2021
Q4 		$1.46M Buy
13,624
+331
+2% +$35.5K 0.04% 293
2021
Q3 		$1.43M Buy
13,293
+1,205
+10% +$130K 0.03% 319
2021
Q2 		$1.3M Buy
12,088
+2,488
+26% +$268K 0.03% 336
2021
Q1 		$1.03M Buy
9,600
+3,602
+60% +$389K 0.02% 359
2020
Q4 		$648K Buy
5,998
+766
+15% +$82.7K 0.02% 414
2020
Q3 		$566K Sell
5,232
-371
-7% -$40.1K 0.02% 406
2020
Q2 		$604K Sell
5,603
-38,204
-87% -$4.09M 0.02% 381
2020
Q1 		$4.66M Sell
43,807
-8,979
-17% -$955K 0.16% 120
2019
Q4 		$5.64M Sell
52,786
-4,624
-8% -$493K 0.15% 124
2019
Q3 		$6.12M Buy
57,410
+749
+1% +$80K 0.17% 113
2019
Q2 		$6.04M Buy
56,661
+8,245
+17% +$875K 0.17% 125
2019
Q1 		$5.13M Buy
48,416
+2,750
+6% +$290K 0.16% 122
2018
Q4 		$4.81M Buy
45,666
+8,877
+24% +$930K 0.17% 122
2018
Q3 		$3.85M Buy
36,789
+3,451
+10% +$363K 0.12% 146
2018
Q2 		$3.5M Buy
33,338
+6,570
+25% +$688K 0.09% 217
2018
Q1 		$2.81M Buy
26,768
+12,484
+87% +$1.31M 0.09% 181
2017
Q4 		$1.5M Buy
14,284
+3,958
+38% +$417K 0.05% 297
2017
Q3 		$1.09M Buy
+10,326
New +$1.1M 0.04% 335

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 $424B AUM 22.96% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

People's United Financial's SUB Position: Q1 2022 in Review

People's United Financial reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 36% in Q1 2022, selling an estimated $525K and leaving 8,661 shares worth $906K. The position accounts for 0.03% of the portfolio, ranked #335.

People's United Financial first reported a position in SUB in Q3 2017 and has held it in 19 quarters since. The position peaked at $6.12M in Q3 2019. 622 funds tracked by Wall St. Rank hold SUB as of Q1 2022.

  • People's United Financial held 8,661 shares of iShares Short-Term National Muni Bond ETF worth $906K as of Q1 2022.
  • People's United Financial sold 4,963 iShares Short-Term National Muni Bond ETF shares in Q1 2022, an estimated $525K.
  • iShares Short-Term National Muni Bond ETF made up 0.03% of People's United Financial's portfolio in Q1 2022, its #335 holding.
  • People's United Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2017 and has held it in 19 quarters since.
  • People's United Financial's iShares Short-Term National Muni Bond ETF position peaked at $6.12M in Q3 2019.
  • 622 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.