Sanford Advisory Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$3.8M Buy
36,445
+33,416
+1,103% +$3.46M 0.91% 22
2022
Q3
$311K Buy
+3,029
New +$316K 0.09% 88

Other funds holding SUB

Sanford Advisory Services's SUB Position: Q4 2022 in Review

Sanford Advisory Services increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1,103% in Q4 2022, buying an estimated $3.46M and bringing the position to 36,445 shares worth $3.8M. The position accounts for 0.91% of the portfolio, ranked #22.

Sanford Advisory Services first reported a position in SUB in Q3 2022 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold SUB as of Q4 2022.

  • Sanford Advisory Services held 36,445 shares of iShares Short-Term National Muni Bond ETF worth $3.8M as of Q4 2022.
  • Sanford Advisory Services bought 33,416 iShares Short-Term National Muni Bond ETF shares in Q4 2022, an estimated $3.46M.
  • iShares Short-Term National Muni Bond ETF made up 0.91% of Sanford Advisory Services's portfolio in Q4 2022, its #22 holding.
  • Sanford Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.