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

CapWealth 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
2016
Q3 		– Sell
-75
Closed -$8K – 323
2016
Q2 		$8K Hold
75
– – ﹤0.01% 219
2016
Q1 		$8K Hold
75
– – ﹤0.01% 252
2015
Q4 		$8K Hold
75
– – ﹤0.01% 205
2015
Q3 		$8K Hold
75
– – ﹤0.01% 205
2015
Q2 		$8K Hold
75
– – ﹤0.01% 223
2015
Q1 		$8K Buy
+75
New +$7.95K ﹤0.01% 235
2014
Q4 		– Sell
-75
Closed -$8K – 250
2014
Q3 		$8K Hold
75
– – ﹤0.01% 251
2014
Q2 		$8K Hold
75
– – ﹤0.01% 260
2014
Q1 		$8K Hold
75
– – ﹤0.01% 270
2013
Q4 		$8K Hold
75
– – ﹤0.01% 276
2013
Q3 		$8K Hold
75
– – ﹤0.01% 326
2013
Q2 		$8K Buy
+75
New +$7.96K ﹤0.01% 309

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return