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Summit Securities Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Summit Securities 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
2023
Q1 		– Sell
-1
Closed – – 1274
2022
Q4 		$0 Buy
+1
New +$104 ﹤0.01% 1367

Other funds holding SUB

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Securities Group's SUB Position: Q1 2023 in Review

Summit Securities Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2023, closing a stake of 1 share.

Summit Securities Group first reported a position in SUB in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 761 funds tracked by Wall St. Rank hold SUB as of Q1 2023.

  • Summit Securities Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 1 iShares Short-Term National Muni Bond ETF share in Q1 2023.
  • Summit Securities Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's iShares Short-Term National Muni Bond ETF position peaked at $0 in Q4 2022.
  • 761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.