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Prostatis Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Prostatis 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
2023
Q3 		– Sell
-52,332
Closed -$52.3K – 222
2023
Q2 		$52.3K Buy
+52,332
New +$5.45M 0.02% 174

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Prostatis Group's SUB Position: Q3 2023 in Review

Prostatis Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2023, closing a stake of 52,332 shares — an estimated $52.3K sold.

Prostatis Group first reported a position in SUB in Q2 2023 and held it in 1 quarter. The position peaked at $52.3K in Q2 2023. 751 funds tracked by Wall St. Rank hold SUB as of Q3 2023.

  • Prostatis Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Prostatis Group sold 52,332 iShares Short-Term National Muni Bond ETF shares in Q3 2023, an estimated $52.3K.
  • Prostatis Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and held it in 1 quarter.
  • Prostatis Group's iShares Short-Term National Muni Bond ETF position peaked at $52.3K in Q2 2023.
  • 751 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.