WealthPlan Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

WealthPlan Investment Management’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 Q1	–	Sell	-2,541	Closed	-$266K	–	565
2022 Q4	$266K	Hold	2,541	–	–	0.02%	334
2022 Q3	$265K	Buy	+2,541	New	+$265K	0.02%	316
2022 Q1	$290K	Buy	+2,800	New	+$296K	0.02%	320

Other funds holding SUB

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

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

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

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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPlan Investment Management's SUB Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2023, closing a stake of 2,541 shares — an estimated $266K sold.

WealthPlan Investment Management first reported a position in SUB in Q1 2022 and held it in 3 quarters. The position peaked at $290K in Q1 2022. 761 funds tracked by Wall St. Rank hold SUB as of Q1 2023.

WealthPlan Investment Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
WealthPlan Investment Management sold 2,541 iShares Short-Term National Muni Bond ETF shares in Q1 2023, an estimated $266K.
WealthPlan Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and held it in 3 quarters.
WealthPlan Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $290K in Q1 2022.
761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.