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

Tiedemann 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 Q3	–	Sell	-126,139	Closed	-$13.1M	–	284
2023 Q2	$13.1M	Sell	126,139 -11,861	-9%	-$1.23M	0.56%	23
2023 Q1	$14.4M	Buy	+138,000	New	+$14.4M	0.66%	24
2019 Q2	–	Sell	-2,500	Closed	-$265K	–	408
2019 Q1	$265K	Hold	2,500	–	–	0.01%	374
2018 Q4	$264K	Buy	+2,500	New	+$262K	0.01%	357

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tiedemann Advisors's SUB Position: Q3 2023 in Review

Tiedemann Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2023, closing a stake of 126,139 shares — an estimated $13.1M sold.

Tiedemann Advisors first reported a position in SUB in Q4 2018 and held it in 4 quarters. The position peaked at $14.4M in Q1 2023. 751 funds tracked by Wall St. Rank hold SUB as of Q3 2023.

Tiedemann Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Tiedemann Advisors sold 126,139 iShares Short-Term National Muni Bond ETF shares in Q3 2023, an estimated $13.1M.
Tiedemann Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and held it in 4 quarters.
Tiedemann Advisors's iShares Short-Term National Muni Bond ETF position peaked at $14.4M in Q1 2023.
751 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.