TCWP’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

TCWP’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 Q2	–	Sell	-25	Closed	-$2K	–	1560
2022 Q1	$2K	Buy	+25	New	+$2.65K	﹤0.01%	1386

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

TCWP's SUB Position: Q2 2022 in Review

TCWP sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2022, closing a stake of 25 shares — an estimated $2K sold.

TCWP first reported a position in SUB in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 691 funds tracked by Wall St. Rank hold SUB as of Q2 2022.

TCWP reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 25 iShares Short-Term National Muni Bond ETF shares in Q2 2022, an estimated $2K.
TCWP first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares Short-Term National Muni Bond ETF position peaked at $2K in Q1 2022.
691 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.