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Tanglewood Legacy Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Tanglewood Legacy Advisors’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
Q1 		– Sell
-4,479
Closed -$472K – 301
2023
Q4 		$472K Hold
4,479
– – 0.26% 54
2023
Q3 		$461K Hold
4,479
– – 0.28% 51
2023
Q2 		$466K Hold
4,479
– – 0.27% 50
2023
Q1 		$469K Buy
+4,479
New +$468K 0.3% 45

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
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 22.96% 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
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
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tanglewood Legacy Advisors's SUB Position: Q1 2024 in Review

Tanglewood Legacy Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2024, closing a stake of 4,479 shares — an estimated $472K sold.

Tanglewood Legacy Advisors first reported a position in SUB in Q1 2023 and held it in 4 quarters. The position peaked at $472K in Q4 2023. 761 funds tracked by Wall St. Rank hold SUB as of Q1 2024.

  • Tanglewood Legacy Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 4,479 iShares Short-Term National Muni Bond ETF shares in Q1 2024, an estimated $472K.
  • Tanglewood Legacy Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's iShares Short-Term National Muni Bond ETF position peaked at $472K in Q4 2023.
  • 761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.