SigFig Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

SigFig Wealth Management’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
2024 Q2	–	Sell	-2,410	Closed	-$252K	–	131
2024 Q1	$252K	Sell	2,410 -53	-2%	-$5.57K	0.01%	121
2023 Q4	$260K	Sell	2,463 -2,444	-50%	-$254K	0.01%	114
2023 Q3	$505K	Buy	4,907 +435	+10%	+$45.1K	0.02%	101
2023 Q2	$465K	Buy	4,472 +657	+17%	+$68.4K	0.02%	98
2023 Q1	$399K	Sell	3,815 -1,804	-32%	-$188K	0.02%	91
2022 Q4	$535K	Sell	5,619 -14	-0.2%	-$1.45K	0.03%	94
2022 Q3	$540K	Buy	5,633 +2,198	+64%	+$229K	0.03%	86
2022 Q2	$365K	Buy	3,435 +622	+22%	+$64.7K	0.02%	88
2022 Q1	$291K	Buy	+2,813	New	+$298K	0.01%	85

Other funds holding SUB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SigFig Wealth Management's SUB Position: Q2 2024 in Review

SigFig Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 2,410 shares — an estimated $252K sold.

SigFig Wealth Management first reported a position in SUB in Q1 2022 and held it in 9 quarters. The position peaked at $540K in Q3 2022. 761 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

SigFig Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
SigFig Wealth Management sold 2,410 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $252K.
SigFig Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and held it in 9 quarters.
SigFig Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $540K in Q3 2022.
761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on SigFig Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.