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

Beacon Pointe 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
2019 Q4	$4.98M	Buy	+46,638	New	+$4.97M	0.92%	25

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SUB Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q4 2019: 46,638 shares worth $4.98M. The stake represents 0.92% of the portfolio and ranks #25 among its holdings.

374 funds tracked by Wall St. Rank hold SUB as of Q4 2019.

Beacon Pointe Wealth Advisors held 46,638 shares of iShares Short-Term National Muni Bond ETF worth $4.98M as of Q4 2019.
iShares Short-Term National Muni Bond ETF was a new Beacon Pointe Wealth Advisors position in Q4 2019.
iShares Short-Term National Muni Bond ETF made up 0.92% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #25 holding.
374 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.