Bouchey Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bouchey Financial Group’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	-46,366	Closed	-$4.93M	–	73
2020 Q1	$4.93M	Buy	46,366 +1,194	+3%	+$127K	1.31%	18
2019 Q4	$4.82M	Buy	45,172 +5,009	+12%	+$534K	1.1%	19
2019 Q3	$4.28M	Buy	40,163 +4,270	+12%	+$456K	1.02%	20
2019 Q2	$3.82M	Buy	35,893 +878	+3%	+$93.1K	0.93%	21
2019 Q1	$3.71M	Buy	35,015 +735	+2%	+$77.6K	0.93%	22
2018 Q4	$3.61M	Sell	34,280 -1,895	-5%	-$198K	1.03%	25
2018 Q3	$3.79M	Sell	36,175 -3,825	-10%	-$402K	0.93%	24
2018 Q2	$4.2M	Buy	40,000 +1,235	+3%	+$129K	1.14%	23
2018 Q1	$4.07M	Buy	38,765 +17,635	+83%	+$1.85M	1.17%	22
2017 Q4	$2.22M	Buy	21,130 +155	+0.7%	+$16.3K	0.64%	26
2017 Q3	$2.22M	Sell	20,975 -110	-0.5%	-$11.7K	0.7%	26
2017 Q2	$2.23M	Buy	21,085 +45	+0.2%	+$4.76K	0.71%	27
2017 Q1	$2.22M	Buy	+21,040	New	+$2.22M	0.77%	27

Other funds holding SUB

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

Bouchey Financial Group's SUB Position: Q2 2020 in Review

Bouchey Financial Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2020, closing a stake of 46,366 shares — an estimated $4.93M sold.

Bouchey Financial Group first reported a position in SUB in Q1 2017 and held it in 13 quarters. The position peaked at $4.93M in Q1 2020. 400 funds tracked by Wall St. Rank hold SUB as of Q2 2020.

Bouchey Financial Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Bouchey Financial Group sold 46,366 iShares Short-Term National Muni Bond ETF shares in Q2 2020, an estimated $4.93M.
Bouchey Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2017 and held it in 13 quarters.
Bouchey Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $4.93M in Q1 2020.
400 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2020.

Based on Bouchey Financial Group's 13F filing for Q2 2020, filed 28 Jul 2020.