TFO Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

TFO Wealth Partners’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	-300	Closed	-$32K	–	162
2021 Q4	$32K	Buy	+300	New	+$32.2K	0.01%	72
2020 Q2	–	Sell	-154	Closed	-$16K	–	155
2020 Q1	$16K	Sell	154 -41	-21%	-$4.36K	0.01%	80
2019 Q4	$20K	Buy	+195	New	+$20.8K	0.02%	99

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 22.96% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

TFO Wealth Partners's SUB Position: Q1 2022 in Review

TFO Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2022, closing a stake of 300 shares — an estimated $32K sold.

TFO Wealth Partners first reported a position in SUB in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2021. 622 funds tracked by Wall St. Rank hold SUB as of Q1 2022.

TFO Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
TFO Wealth Partners sold 300 iShares Short-Term National Muni Bond ETF shares in Q1 2022, an estimated $32K.
TFO Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 3 quarters.
TFO Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $32K in Q4 2021.
622 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2022.

Based on TFO Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.