Seven Springs Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Seven Springs Wealth 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
2021 Q2	–	Sell	-475	Closed	-$51K	–	132
2021 Q1	$51K	Hold	475	–	–	0.02%	80
2020 Q4	$51K	Hold	475	–	–	0.03%	79
2020 Q3	$51K	Hold	475	–	–	0.03%	75
2020 Q2	$51K	Hold	475	–	–	0.03%	71
2020 Q1	$50K	Hold	475	–	–	0.04%	73
2019 Q4	$51K	Buy	+475	New	+$50.7K	0.03%	94

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Seven Springs Wealth Group's SUB Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2021, closing a stake of 475 shares — an estimated $51K sold.

Seven Springs Wealth Group first reported a position in SUB in Q4 2019 and held it in 6 quarters. The position peaked at $51K in Q1 2021. 507 funds tracked by Wall St. Rank hold SUB as of Q2 2021.

Seven Springs Wealth Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 475 iShares Short-Term National Muni Bond ETF shares in Q2 2021, an estimated $51K.
Seven Springs Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's iShares Short-Term National Muni Bond ETF position peaked at $51K in Q1 2021.
507 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.