Pillar Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Pillar Wealth 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
2024 Q2	–	Sell	-3,753	Closed	-$393K	–	70
2024 Q1	$393K	Hold	3,753	–	–	0.3%	55
2023 Q4	$396K	Buy	3,753 +1,688	+82%	+$176K	0.3%	55
2023 Q3	$212K	Sell	2,065 -193	-9%	-$20K	0.18%	63
2023 Q2	$235K	Hold	2,258	–	–	0.2%	60
2023 Q1	$236K	Sell	2,258 -1,252	-36%	-$131K	0.24%	59
2022 Q4	$366K	Sell	3,510 -19,990	-85%	-$2.07M	0.35%	47
2022 Q3	$2.41M	Hold	23,500	–	–	2.4%	8
2022 Q2	$2.46M	Hold	23,500	–	–	2.5%	8
2022 Q1	$2.46M	Hold	23,500	–	–	2.37%	7
2021 Q4	$2.52M	Buy	+23,500	New	+$2.52M	2.4%	7

Other funds holding SUB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pillar Wealth Advisors's SUB Position: Q2 2024 in Review

Pillar Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 3,753 shares — an estimated $393K sold.

Pillar Wealth Advisors first reported a position in SUB in Q4 2021 and held it in 10 quarters. The position peaked at $2.52M in Q4 2021. 758 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

Pillar Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 3,753 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $393K.
Pillar Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 10 quarters.
Pillar Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.52M in Q4 2021.
758 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.