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

Coastal Bridge 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
Q1 		– Sell
-2,394
Closed -$256K – 154
2019
Q4 		$256K Buy
+2,394
New +$255K 0.07% 104

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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Coastal Bridge Advisors's SUB Position: Q1 2020 in Review

Coastal Bridge Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2020, closing a stake of 2,394 shares — an estimated $256K sold.

Coastal Bridge Advisors first reported a position in SUB in Q4 2019 and held it in 1 quarter. The position peaked at $256K in Q4 2019. 370 funds tracked by Wall St. Rank hold SUB as of Q1 2020.

  • Coastal Bridge Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Coastal Bridge Advisors sold 2,394 iShares Short-Term National Muni Bond ETF shares in Q1 2020, an estimated $256K.
  • Coastal Bridge Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Coastal Bridge Advisors's iShares Short-Term National Muni Bond ETF position peaked at $256K in Q4 2019.
  • 370 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2020.

Based on Coastal Bridge Advisors's 13F filing for Q1 2020, filed 14 May 2020.