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

Proquility Private 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
2023
Q1 		– Sell
-23,896
Closed -$2.49M – 100
2022
Q4 		$2.49M Buy
+23,896
New +$2.47M 1.03% 33

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Envestnet Asset Management
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Mercer Global Advisors
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Morgan Stanley
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WL
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Proquility Private Wealth Partners's SUB Position: Q1 2023 in Review

Proquility Private Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2023, closing a stake of 23,896 shares — an estimated $2.49M sold.

Proquility Private Wealth Partners first reported a position in SUB in Q4 2022 and held it in 1 quarter. The position peaked at $2.49M in Q4 2022. 759 funds tracked by Wall St. Rank hold SUB as of Q1 2023.

  • Proquility Private Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Proquility Private Wealth Partners sold 23,896 iShares Short-Term National Muni Bond ETF shares in Q1 2023, an estimated $2.49M.
  • Proquility Private Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Proquility Private Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $2.49M in Q4 2022.
  • 759 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2023.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.