GAM
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Grandview Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Grandview Asset Management’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
2021
Q2 		– Sell
-130
Closed -$14K – 415
2021
Q1 		$14K Buy
+130
New +$14K 0.01% 307

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Envestnet Asset Management
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BlackRock
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Grandview Asset Management's SUB Position: Q2 2021 in Review

Grandview Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2021, closing a stake of 130 shares — an estimated $14K sold.

Grandview Asset Management first reported a position in SUB in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 507 funds tracked by Wall St. Rank hold SUB as of Q2 2021.

  • Grandview Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Grandview Asset Management sold 130 iShares Short-Term National Muni Bond ETF shares in Q2 2021, an estimated $14K.
  • Grandview Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and held it in 1 quarter.
  • Grandview Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $14K in Q1 2021.
  • 507 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2021.

Based on Grandview Asset Management's 13F filing for Q2 2021, filed 21 Jul 2021.