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Aris Wealth Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Aris Wealth Services’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
2015
Q3 		$4K Hold
42
– – 0.01% 293
2015
Q2 		$4K Sell
42
-10
-19% -$1.05K ﹤0.01% 434
2015
Q1 		$6K Buy
+52
New +$5.51K 0.01% 404

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aris Wealth Services's SUB Position: Q3 2015 in Review

Aris Wealth Services held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2015 at 42 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #293.

Aris Wealth Services first reported a position in SUB in Q1 2015 and has held it in 3 quarters since. The position peaked at $6K in Q1 2015. 124 funds tracked by Wall St. Rank hold SUB as of Q3 2015.

  • Aris Wealth Services held 42 shares of iShares Short-Term National Muni Bond ETF worth $4K as of Q3 2015.
  • Aris Wealth Services left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2015.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #293 holding.
  • Aris Wealth Services first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares Short-Term National Muni Bond ETF position peaked at $6K in Q1 2015.
  • 124 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.