Sterling Investment Advisors (Pennsylvania)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	–	Sell	-400	Closed	-$42K	–	464
2022 Q2	$42K	Hold	400	–	–	0.01%	239
2022 Q1	$42K	Hold	400	–	–	0.01%	270
2021 Q4	$43K	Hold	400	–	–	0.01%	270
2021 Q3	$43K	Hold	400	–	–	0.01%	266
2021 Q2	$43K	Sell	400 -281	-41%	-$30.3K	0.01%	274
2021 Q1	$73K	Hold	681	–	–	0.02%	213
2020 Q4	$74K	Sell	681 -32	-4%	-$3.45K	0.03%	199
2020 Q3	$77K	Buy	713 +32	+5%	+$3.46K	0.03%	187
2020 Q2	$73K	Hold	681	–	–	0.03%	185
2020 Q1	$72K	Hold	681	–	–	0.04%	164
2019 Q4	$72K	Hold	681	–	–	0.03%	179
2019 Q3	$73K	Hold	681	–	–	0.04%	178
2019 Q2	$73K	Hold	681	–	–	0.04%	177
2019 Q1	$72K	Hold	681	–	–	0.04%	179
2018 Q4	$71K	Hold	681	–	–	0.04%	164
2018 Q3	$71K	Buy	+681	New	+$71.5K	0.04%	188

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 $424B AUM 22.94% 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

Sterling Investment Advisors (Pennsylvania)'s SUB Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2022, closing a stake of 400 shares — an estimated $42K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SUB in Q3 2018 and held it in 16 quarters. The position peaked at $77K in Q3 2020. 712 funds tracked by Wall St. Rank hold SUB as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 400 iShares Short-Term National Muni Bond ETF shares in Q3 2022, an estimated $42K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2018 and held it in 16 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Short-Term National Muni Bond ETF position peaked at $77K in Q3 2020.
712 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.