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Boston Private Bank & Trust’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Boston Private Bank & Trust’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
Q1 		– Sell
-235
Closed -$25K – 1109
2014
Q4 		$25K Buy
+235
New +$24.9K ﹤0.01% 721

Other funds holding SUB

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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
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCG
Cypress Capital Group Palm Beach, Florida $889M AUM 27.23% 1-Year Est. Return

Boston Private Bank & Trust's SUB Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2015, closing a stake of 235 shares — an estimated $25K sold.

Boston Private Bank & Trust first reported a position in SUB in Q4 2014 and held it in 1 quarter. The position peaked at $25K in Q4 2014. 127 funds tracked by Wall St. Rank hold SUB as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 235 iShares Short-Term National Muni Bond ETF shares in Q1 2015, an estimated $25K.
  • Boston Private Bank & Trust first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's iShares Short-Term National Muni Bond ETF position peaked at $25K in Q4 2014.
  • 127 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.