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

Summit Wealth & Retirement Planning’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
-4,188
Closed -$450K – 107
2021
Q4 		$450K Buy
+4,188
New +$450K 0.15% 67

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Wealth & Retirement Planning's SUB Position: Q1 2022 in Review

Summit Wealth & Retirement Planning sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2022, closing a stake of 4,188 shares — an estimated $450K sold.

Summit Wealth & Retirement Planning first reported a position in SUB in Q4 2021 and held it in 1 quarter. The position peaked at $450K in Q4 2021. 622 funds tracked by Wall St. Rank hold SUB as of Q1 2022.

  • Summit Wealth & Retirement Planning reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 4,188 iShares Short-Term National Muni Bond ETF shares in Q1 2022, an estimated $450K.
  • Summit Wealth & Retirement Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's iShares Short-Term National Muni Bond ETF position peaked at $450K in Q4 2021.
  • 622 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2022, filed 12 May 2022.