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 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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

West Branch Capital's SUB Position: Q4 2023 in Review

West Branch Capital sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2023, closing a stake of 106 shares — an estimated $10.9K sold.

West Branch Capital first reported a position in SUB in Q2 2021 and held it in 10 quarters. The position peaked at $11K in Q1 2023. 789 funds tracked by Wall St. Rank hold SUB as of Q4 2023.

West Branch Capital reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
West Branch Capital sold 106 iShares Short-Term National Muni Bond ETF shares in Q4 2023, an estimated $10.9K.
West Branch Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and held it in 10 quarters.
West Branch Capital's iShares Short-Term National Muni Bond ETF position peaked at $11K in Q1 2023.
789 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.