Snowden Capital Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Snowden Capital 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 Q1	–	Sell	-306	Closed	-$32K	–	1943
2021 Q4	$32K	Sell	306 -7,379	-96%	-$792K	﹤0.01%	1170
2021 Q3	$827K	Buy	7,685 +317	+4%	+$34.2K	0.04%	404
2021 Q2	$794K	Sell	7,368 -9,393	-56%	-$1.01M	0.04%	425
2021 Q1	$1.81M	Sell	16,761 -7,875	-32%	-$850K	0.1%	251
2020 Q4	$2.66M	Buy	24,636 +7,704	+45%	+$831K	0.18%	175
2020 Q3	$1.83M	Buy	16,932 +626	+4%	+$67.7K	0.15%	195
2020 Q2	$1.76M	Buy	16,306 +5,975	+58%	+$640K	0.15%	197
2020 Q1	$1.1M	Buy	10,331 +2,184	+27%	+$232K	0.12%	230
2019 Q4	$870K	Buy	8,147 +396	+5%	+$42.2K	0.08%	293
2019 Q3	$826K	Buy	7,751 +775	+11%	+$82.8K	0.08%	275
2019 Q2	$743K	Sell	6,976 -312	-4%	-$33.1K	0.08%	286
2019 Q1	$772K	Buy	7,288 +4,798	+193%	+$507K	0.08%	281
2018 Q4	$262K	Buy	+2,490	New	+$261K	0.03%	398
2017 Q2	–	Sell	-2,473	Closed	-$261K	–	363
2017 Q1	$261K	Buy	+2,473	New	+$261K	0.06%	290

Other funds holding SUB

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Snowden Capital Advisors's SUB Position: Q1 2022 in Review

Snowden Capital Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2022, closing a stake of 306 shares — an estimated $32K sold.

Snowden Capital Advisors first reported a position in SUB in Q1 2017 and held it in 14 quarters. The position peaked at $2.66M in Q4 2020. 622 funds tracked by Wall St. Rank hold SUB as of Q1 2022.

Snowden Capital Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 306 iShares Short-Term National Muni Bond ETF shares in Q1 2022, an estimated $32K.
Snowden Capital Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2017 and held it in 14 quarters.
Snowden Capital Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.66M in Q4 2020.
622 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.