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

Beam 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
2020
Q2 		– Sell
-13,930
Closed -$1.48M – 164
2020
Q1 		$1.48M Sell
13,930
-706
-5% -$75.1K 1.47% 15
2019
Q4 		$1.56M Buy
+14,636
New +$1.56M 1.46% 12

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beam Wealth Advisors's SUB Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2020, closing a stake of 13,930 shares — an estimated $1.48M sold.

Beam Wealth Advisors first reported a position in SUB in Q4 2019 and held it in 2 quarters. The position peaked at $1.56M in Q4 2019. 400 funds tracked by Wall St. Rank hold SUB as of Q2 2020.

  • Beam Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 13,930 iShares Short-Term National Muni Bond ETF shares in Q2 2020, an estimated $1.48M.
  • Beam Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.56M in Q4 2019.
  • 400 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.