Ten Capital Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Ten Capital Wealth 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
2023 Q2	$129K	Hold	1,244	–	–	0.04%	169
2023 Q1	$130K	Hold	1,244	–	–	0.04%	141
2022 Q4	$130K	Hold	1,244	–	–	0.05%	113
2022 Q3	$128K	Hold	1,244	–	–	0.06%	104
2022 Q2	$130K	Hold	1,244	–	–	0.06%	104
2022 Q1	$130K	Hold	1,244	–	–	0.05%	100
2021 Q4	$134K	Hold	1,244	–	–	0.05%	83
2021 Q3	$134K	Hold	1,244	–	–	0.06%	87
2021 Q2	$134K	Hold	1,244	–	–	0.03%	138
2021 Q1	$134K	Buy	+1,244	New	+$134K	0.03%	134

Other funds holding SUB

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

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

Ten Capital Wealth Advisors's SUB Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2023 at 1,244 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #169.

Ten Capital Wealth Advisors first reported a position in SUB in Q1 2021 and has held it in 10 quarters since. The position peaked at $134K in Q4 2021. 753 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

Ten Capital Wealth Advisors held 1,244 shares of iShares Short-Term National Muni Bond ETF worth $129K as of Q2 2023.
Ten Capital Wealth Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2023.
iShares Short-Term National Muni Bond ETF made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #169 holding.
Ten Capital Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 10 quarters since.
Ten Capital Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $134K in Q4 2021.
753 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.