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

Resource Planning 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 Q4	$311K	Buy	+2,951	New	+$307K	0.2%	59

Other funds holding SUB

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Resource Planning Group's SUB Position: Q4 2023 in Review

Resource Planning Group opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q4 2023: 2,951 shares worth $311K. The stake represents 0.2% of the portfolio and ranks #59 among its holdings.

785 funds tracked by Wall St. Rank hold SUB as of Q4 2023.

Resource Planning Group held 2,951 shares of iShares Short-Term National Muni Bond ETF worth $311K as of Q4 2023.
iShares Short-Term National Muni Bond ETF was a new Resource Planning Group position in Q4 2023.
iShares Short-Term National Muni Bond ETF made up 0.2% of Resource Planning Group's portfolio in Q4 2023, its #59 holding.
785 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.