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

Resolute Financial’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 		$668K Buy
6,407
+3,985
+165% +$412K 0.57% 42
2022
Q3 		$249K Buy
2,422
+437
+22% +$45.6K 0.24% 94
2022
Q2 		$208K Buy
+1,985
New +$207K 0.18% 112

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resolute Financial's SUB Position: Q4 2022 in Review

Resolute Financial increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 165% in Q4 2022, buying an estimated $412K and bringing the position to 6,407 shares worth $668K. The position accounts for 0.57% of the portfolio, ranked #42.

Resolute Financial first reported a position in SUB in Q2 2022 and has held it in 3 quarters since. 784 funds tracked by Wall St. Rank hold SUB as of Q4 2022.

  • Resolute Financial held 6,407 shares of iShares Short-Term National Muni Bond ETF worth $668K as of Q4 2022.
  • Resolute Financial bought 3,985 iShares Short-Term National Muni Bond ETF shares in Q4 2022, an estimated $412K.
  • iShares Short-Term National Muni Bond ETF made up 0.57% of Resolute Financial's portfolio in Q4 2022, its #42 holding.
  • Resolute Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 784 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.