IWA
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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
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return