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RDA Financial Network’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

RDA Financial Network’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
Q4 		– Sell
-2,800
Closed -$287K – 224
2022
Q3 		$287K Sell
2,800
-1,162
-29% -$121K 0.16% 144
2022
Q2 		$415K Buy
+3,962
New +$412K 0.21% 116

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RDA Financial Network's SUB Position: Q4 2022 in Review

RDA Financial Network sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2022, closing a stake of 2,800 shares — an estimated $287K sold.

RDA Financial Network first reported a position in SUB in Q2 2022 and held it in 2 quarters. The position peaked at $415K in Q2 2022. 786 funds tracked by Wall St. Rank hold SUB as of Q4 2022.

  • RDA Financial Network reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • RDA Financial Network sold 2,800 iShares Short-Term National Muni Bond ETF shares in Q4 2022, an estimated $287K.
  • RDA Financial Network first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 2 quarters.
  • RDA Financial Network's iShares Short-Term National Muni Bond ETF position peaked at $415K in Q2 2022.
  • 786 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2022.

Based on RDA Financial Network's 13F filing for Q4 2022, filed 10 Jan 2023.