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

Independence Wealth 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 Q2	–	Sell	-2,004	Closed	-$213K	–	22
2020 Q1	$213K	Hold	2,004	–	–	0.26%	22
2019 Q4	$214K	Sell	2,004 -543	-21%	-$57.9K	0.21%	23
2019 Q3	$271K	Sell	2,547 -11,969	-82%	-$1.28M	0.29%	21
2019 Q2	$1.55M	Buy	14,516 +400	+3%	+$42.4K	1.53%	17
2019 Q1	$1.5M	Sell	14,116 -3,651	-21%	-$386K	1.61%	17
2018 Q4	$1.87M	Buy	17,767 +70	+0.4%	+$7.33K	2.25%	15
2018 Q3	$1.85M	Buy	17,697 +595	+3%	+$62.5K	1.88%	15
2018 Q2	$1.8M	Sell	17,102 -74	-0.4%	-$7.75K	1.87%	15
2018 Q1	$1.8M	Sell	17,176 -327	-2%	-$34.3K	1.66%	18
2017 Q4	$1.84M	Buy	+17,503	New	+$1.85M	1.68%	18

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 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 $609B AUM 40.19% 1-Year Est. Return

Independence Wealth Advisors's SUB Position: Q2 2020 in Review

Independence Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2020, closing a stake of 2,004 shares — an estimated $213K sold.

Independence Wealth Advisors first reported a position in SUB in Q4 2017 and held it in 10 quarters. The position peaked at $1.87M in Q4 2018. 400 funds tracked by Wall St. Rank hold SUB as of Q2 2020.

Independence Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Independence Wealth Advisors sold 2,004 iShares Short-Term National Muni Bond ETF shares in Q2 2020, an estimated $213K.
Independence Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and held it in 10 quarters.
Independence Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.87M in Q4 2018.
400 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2020.

Based on Independence Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.