AWM
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Avondale Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Avondale Wealth Management’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
2018
Q1 		– Sell
-700
Closed -$73K – 117
2017
Q4 		$73K Buy
+700
New +$73.8K 0.06% 31

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US Bancorp
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
IA
Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avondale Wealth Management's SUB Position: Q1 2018 in Review

Avondale Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2018, closing a stake of 700 shares — an estimated $73K sold.

Avondale Wealth Management first reported a position in SUB in Q4 2017 and held it in 1 quarter. The position peaked at $73K in Q4 2017. 209 funds tracked by Wall St. Rank hold SUB as of Q1 2018.

  • Avondale Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Avondale Wealth Management sold 700 iShares Short-Term National Muni Bond ETF shares in Q1 2018, an estimated $73K.
  • Avondale Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and held it in 1 quarter.
  • Avondale Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $73K in Q4 2017.
  • 209 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2018.

Based on Avondale Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.