180 Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

180 Wealth 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
2021 Q2	–	Sell	-2,081	Closed	-$224K	–	386
2021 Q1	$224K	Sell	2,081 -422	-17%	-$45.5K	0.06%	317
2020 Q4	$270K	Sell	2,503 -106	-4%	-$11.4K	0.08%	248
2020 Q3	$281K	Sell	2,609 -92	-3%	-$9.95K	0.11%	192
2020 Q2	$292K	Buy	+2,701	New	+$289K	0.12%	184
2020 Q1	–	Sell	-2,154	Closed	-$231K	–	263
2019 Q4	$231K	Buy	+2,154	New	+$230K	0.09%	235

Other funds holding SUB

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

180 Wealth Advisors's SUB Position: Q2 2021 in Review

180 Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2021, closing a stake of 2,081 shares — an estimated $224K sold.

180 Wealth Advisors first reported a position in SUB in Q4 2019 and held it in 5 quarters. The position peaked at $292K in Q2 2020. 507 funds tracked by Wall St. Rank hold SUB as of Q2 2021.

180 Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
180 Wealth Advisors sold 2,081 iShares Short-Term National Muni Bond ETF shares in Q2 2021, an estimated $224K.
180 Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 5 quarters.
180 Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $292K in Q2 2020.
507 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2021.

Based on 180 Wealth Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.