West Branch Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

West Branch Capital’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 Q4	–	Sell	-106	Closed	-$10.9K	–	465
2023 Q3	$10.9K	Hold	106	–	–	0.01%	270
2023 Q2	$11K	Buy	106 +1	+1%	+$104	0.01%	274
2023 Q1	$11K	Hold	105	–	–	0.01%	280
2022 Q4	$11K	Hold	105	–	–	0.01%	274
2022 Q3	$11K	Hold	105	–	–	0.01%	279
2022 Q2	$11K	Buy	105 +1	+1%	+$104	0.01%	274
2022 Q1	$11K	Hold	104	–	–	0.01%	291
2021 Q4	$11K	Hold	104	–	–	﹤0.01%	321
2021 Q3	$11K	Hold	104	–	–	0.01%	305
2021 Q2	$11K	Buy	+104	New	+$11.2K	0.01%	320

Other funds holding SUB

Bank of New York Mellon

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

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

Bank of America

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

Envestnet Asset Management

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

Mercer Global Advisors

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

SEI Investments

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return