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Principal Financial Group’s
iShares Short-Term National Muni Bond ETF
SUB
Stock Holding History
Principal Financial Group’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
-8,374
Closed
-$877K
–
2565
2022
Q2
$877K
Sell
8,374
-40,000
-83%
-$4.16M
﹤0.01%
1946
2022
Q1
$5.06M
Sell
48,374
-30,000
-38%
-$3.17M
﹤0.01%
1655
2021
Q4
$8.41M
Hold
78,374
–
–
0.01%
1484
2021
Q3
$8.43M
Hold
78,374
–
–
0.01%
1486
2021
Q2
$8.45M
Buy
78,374
+19,000
+32%
+$2.05M
0.01%
1501
2021
Q1
$6.4M
Sell
59,374
-9,000
-13%
-$971K
﹤0.01%
1580
2020
Q4
$7.39M
Sell
68,374
-12,928
-16%
-$1.4M
0.01%
1392
2020
Q3
$8.79M
Hold
81,302
–
–
0.01%
1153
2020
Q2
$8.77M
Hold
81,302
–
–
0.01%
1132
2020
Q1
$8.64M
Buy
81,302
+23,000
+39%
+$2.45M
0.01%
994
2019
Q4
$6.22M
Buy
58,302
+38,302
+192%
+$4.08M
0.01%
1459
2019
Q3
$2.13M
Sell
20,000
-90,000
-82%
-$9.61M
﹤0.01%
1708
2019
Q2
$11.7M
Buy
110,000
+107,562
+4,412%
+$11.4M
0.01%
1128
2019
Q1
$258K
Sell
2,438
-1,043
-30%
-$110K
﹤0.01%
2075
2018
Q4
$367K
Buy
+3,481
New
+$365K
﹤0.01%
1981
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$1.37T AUM
24.88%
1-Year Est. Return
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$544B AUM
28.31%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Mercer Global Advisors
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$67.6B AUM
18.3%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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