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Planning Alternatives’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Planning Alternatives’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
Q3 		– Sell
-69,619
Closed -$7.29M – 45
2022
Q2 		$7.29M Buy
+69,619
New +$7.24M 1.37% 13

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Planning Alternatives's SUB Position: Q3 2022 in Review

Planning Alternatives sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2022, closing a stake of 69,619 shares — an estimated $7.29M sold.

Planning Alternatives first reported a position in SUB in Q2 2022 and held it in 1 quarter. The position peaked at $7.29M in Q2 2022. 713 funds tracked by Wall St. Rank hold SUB as of Q3 2022.

  • Planning Alternatives reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Planning Alternatives sold 69,619 iShares Short-Term National Muni Bond ETF shares in Q3 2022, an estimated $7.29M.
  • Planning Alternatives first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 1 quarter.
  • Planning Alternatives's iShares Short-Term National Muni Bond ETF position peaked at $7.29M in Q2 2022.
  • 713 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2022.

Based on Planning Alternatives's 13F filing for Q3 2022, filed 12 Oct 2022.