Syverson Strege & Co’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Syverson Strege & Co’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
2024 Q2	–	Sell	-2,043	Closed	-$214K	–	78
2024 Q1	$214K	Hold	2,043	–	–	0.08%	70
2023 Q4	$215K	Buy	+2,043	New	+$213K	0.08%	64
2023 Q1	–	Sell	-23	Closed	-$2.4K	–	679
2022 Q4	$2.4K	Sell	23 -758	-97%	-$78.5K	﹤0.01%	253
2022 Q3	$80K	Buy	+781	New	+$81.5K	0.04%	98

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Syverson Strege & Co's SUB Position: Q2 2024 in Review

Syverson Strege & Co sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2024, closing a stake of 2,043 shares — an estimated $214K sold.

Syverson Strege & Co first reported a position in SUB in Q3 2022 and held it in 4 quarters. The position peaked at $215K in Q4 2023. 757 funds tracked by Wall St. Rank hold SUB as of Q2 2024.

Syverson Strege & Co reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2024 after selling out during the quarter.
Syverson Strege & Co sold 2,043 iShares Short-Term National Muni Bond ETF shares in Q2 2024, an estimated $214K.
Syverson Strege & Co first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and held it in 4 quarters.
Syverson Strege & Co's iShares Short-Term National Muni Bond ETF position peaked at $215K in Q4 2023.
757 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2024.

Based on Syverson Strege & Co's 13F filing for Q2 2024, filed 7 Aug 2024.