Personal Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Personal Wealth Partners’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	–	Sell	-5,517	Closed	-$592K	–	80
2021 Q4	$592K	Buy	+5,517	New	+$593K	0.24%	45
2021 Q3	–	Sell	-1,310	Closed	-$141K	–	353
2021 Q2	$141K	Buy	+1,310	New	+$141K	0.06%	97
2020 Q4	–	Sell	-3,655	Closed	-$395K	–	73
2020 Q3	$395K	Hold	3,655	–	–	0.21%	46
2020 Q2	$394K	Sell	3,655 -280	-7%	-$30K	0.22%	45
2020 Q1	$418K	Buy	3,935 +280	+8%	+$29.8K	0.25%	36
2019 Q4	$390K	Buy	3,655 +2,345	+179%	+$250K	0.17%	45
2019 Q3	$140K	Sell	1,310 -17,175	-93%	-$1.83M	0.06%	82
2019 Q2	$1.97M	Hold	18,485	–	–	0.94%	15
2019 Q1	$1.96M	Hold	18,485	–	–	1.04%	15
2018 Q4	$1.95M	Buy	+18,485	New	+$1.94M	1.22%	9

Other funds holding SUB

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Personal Wealth Partners's SUB Position: Q1 2022 in Review

Personal Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2022, closing a stake of 5,517 shares — an estimated $592K sold.

Personal Wealth Partners first reported a position in SUB in Q4 2018 and held it in 10 quarters. The position peaked at $1.97M in Q2 2019. 621 funds tracked by Wall St. Rank hold SUB as of Q1 2022.

Personal Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Personal Wealth Partners sold 5,517 iShares Short-Term National Muni Bond ETF shares in Q1 2022, an estimated $592K.
Personal Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and held it in 10 quarters.
Personal Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.97M in Q2 2019.
621 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2022.

Based on Personal Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.