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Bay Colony Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-819
Closed -$86K – 811
2018
Q2 		$86K Buy
+819
New +$85.7K 0.06% 279

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 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 $530B AUM 22.01% 1-Year Est. Return

Bay Colony Advisors's SUB Position: Q3 2018 in Review

Bay Colony Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2018, closing a stake of 819 shares — an estimated $86K sold.

Bay Colony Advisors first reported a position in SUB in Q2 2018 and held it in 1 quarter. The position peaked at $86K in Q2 2018. 229 funds tracked by Wall St. Rank hold SUB as of Q3 2018.

  • Bay Colony Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 819 iShares Short-Term National Muni Bond ETF shares in Q3 2018, an estimated $86K.
  • Bay Colony Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's iShares Short-Term National Muni Bond ETF position peaked at $86K in Q2 2018.
  • 229 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.