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

Hoover Financial 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
2021
Q1 		– Sell
-5,238
Closed -$566K – 641
2020
Q4 		$566K Hold
5,238
– – 0.14% 55
2020
Q3 		$566K Hold
5,238
– – 0.19% 47
2020
Q2 		$565K Buy
+5,238
New +$561K 0.22% 42

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Hoover Financial Advisors's SUB Position: Q1 2021 in Review

Hoover Financial Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2021, closing a stake of 5,238 shares — an estimated $566K sold.

Hoover Financial Advisors first reported a position in SUB in Q2 2020 and held it in 3 quarters. The position peaked at $566K in Q4 2020. 505 funds tracked by Wall St. Rank hold SUB as of Q1 2021.

  • Hoover Financial Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Hoover Financial Advisors sold 5,238 iShares Short-Term National Muni Bond ETF shares in Q1 2021, an estimated $566K.
  • Hoover Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2020 and held it in 3 quarters.
  • Hoover Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $566K in Q4 2020.
  • 505 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2021.

Based on Hoover Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.