WR Wealth Planners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

WR Wealth Planners’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
2024 Q4	$49.9K	Sell	473 -979	-67%	-$103K	0.02%	325
2024 Q3	$154K	Buy	1,452 +31	+2%	+$3.27K	0.04%	217
2024 Q2	$149K	Buy	1,421 +1	+0.1%	+$104	0.05%	209
2024 Q1	$149K	Sell	1,420 -664	-32%	-$69.7K	0.05%	212
2023 Q4	$220K	Sell	2,084 -375	-15%	-$39K	0.08%	169
2023 Q3	$253K	Sell	2,459 -66	-3%	-$6.84K	0.1%	147
2023 Q2	$263K	Sell	2,525 -6	-0.2%	-$625	0.1%	144
2023 Q1	$265K	Sell	2,531 -78	-3%	-$8.14K	0.11%	130
2022 Q4	$272K	Buy	2,609 +802	+44%	+$83K	0.17%	92
2022 Q3	$186K	Sell	1,807 -145	-7%	-$15.1K	0.13%	106
2022 Q2	$204K	Sell	1,952 -23	-1%	-$2.39K	0.13%	101
2022 Q1	$207K	Buy	+1,975	New	+$209K	0.12%	105

Other funds holding SUB

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

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WR Wealth Planners's SUB Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 67% in Q4 2024, selling an estimated $103K and leaving 473 shares worth $49.9K. The position accounts for 0.02% of the portfolio, ranked #325.

WR Wealth Planners first reported a position in SUB in Q1 2022 and has held it in 12 quarters since. The position peaked at $272K in Q4 2022. 831 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

WR Wealth Planners held 473 shares of iShares Short-Term National Muni Bond ETF worth $49.9K as of Q4 2024.
WR Wealth Planners sold 979 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $103K.
iShares Short-Term National Muni Bond ETF made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #325 holding.
WR Wealth Planners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares Short-Term National Muni Bond ETF position peaked at $272K in Q4 2022.
831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.