RGT Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

RGT Wealth Advisors’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 Q3	$378K	Sell	3,682 -8,083	-69%	-$844K	0.06%	51
2022 Q2	$1.23M	Sell	11,765 -11,424	-49%	-$1.19M	0.21%	30
2022 Q1	$2.43M	Buy	23,189 +54	+0.2%	+$5.71K	0.39%	23
2021 Q4	$2.48M	Buy	+23,135	New	+$2.48M	0.38%	20

Other funds holding SUB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RGT Wealth Advisors's SUB Position: Q3 2022 in Review

RGT Wealth Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 69% in Q3 2022, selling an estimated $844K and leaving 3,682 shares worth $378K. The position accounts for 0.06% of the portfolio, ranked #51.

RGT Wealth Advisors first reported a position in SUB in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.48M in Q4 2021. 712 funds tracked by Wall St. Rank hold SUB as of Q3 2022.

RGT Wealth Advisors held 3,682 shares of iShares Short-Term National Muni Bond ETF worth $378K as of Q3 2022.
RGT Wealth Advisors sold 8,083 iShares Short-Term National Muni Bond ETF shares in Q3 2022, an estimated $844K.
iShares Short-Term National Muni Bond ETF made up 0.06% of RGT Wealth Advisors's portfolio in Q3 2022, its #51 holding.
RGT Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 4 quarters since.
RGT Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.48M in Q4 2021.
712 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.