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

Summit 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
2023
Q2 		– Sell
-55,062
Closed -$1K – 236
2023
Q1 		$1K Buy
+55,062
New +$5.75M 0.02% 143

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Summit Wealth Group's SUB Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 55,062 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in SUB in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 55,062 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's iShares Short-Term National Muni Bond ETF position peaked at $1K in Q1 2023.
  • 755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.