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

Wipfli Financial 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
2022 Q3	$521K	Buy	+5,072	New	+$529K	0.04%	214
2022 Q2	–	Sell	-2,120	Closed	-$222K	–	101
2022 Q1	$222K	Hold	2,120	–	–	0.02%	93
2021 Q4	$228K	Hold	2,120	–	–	0.03%	45
2021 Q3	$228K	Hold	2,120	–	–	0.03%	41
2021 Q2	$229K	Buy	+2,120	New	+$229K	0.03%	41

Other funds holding SUB

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's SUB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2022: 5,072 shares worth $521K. The stake represents 0.04% of the portfolio and ranks #214 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in SUB as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in SUB in Q2 2021 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold SUB as of Q3 2022.

Wipfli Financial Advisors held 5,072 shares of iShares Short-Term National Muni Bond ETF worth $521K as of Q3 2022.
iShares Short-Term National Muni Bond ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Short-Term National Muni Bond ETF made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #214 holding.
Wipfli Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 5 quarters since.
712 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.