Kavar Capital Partners Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Kavar Capital Partners Group’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
2018 Q3	–	Sell	-1,000	Closed	-$105K	–	344
2018 Q2	$105K	Hold	1,000	–	–	0.05%	142
2018 Q1	$105K	Buy	+1,000	New	+$105K	0.05%	142
2016 Q1	–	Sell	-1,000	Closed	-$105K	–	354
2015 Q4	$105K	Hold	1,000	–	–	0.07%	128
2015 Q3	$105K	Hold	1,000	–	–	0.07%	128
2015 Q2	$105K	Buy	+1,000	New	+$106K	0.07%	142
2014 Q2	–	Sell	-1,000	Closed	-$106K	–	395
2014 Q1	$106K	Hold	1,000	–	–	0.09%	155
2013 Q4	$106K	Buy	+1,000	New	+$106K	0.09%	148

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kavar Capital Partners Group's SUB Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2018, closing a stake of 1,000 shares — an estimated $105K sold.

Kavar Capital Partners Group first reported a position in SUB in Q4 2013 and held it in 7 quarters. The position peaked at $106K in Q1 2014. 228 funds tracked by Wall St. Rank hold SUB as of Q3 2018.

Kavar Capital Partners Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Kavar Capital Partners Group sold 1,000 iShares Short-Term National Muni Bond ETF shares in Q3 2018, an estimated $105K.
Kavar Capital Partners Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2013 and held it in 7 quarters.
Kavar Capital Partners Group's iShares Short-Term National Muni Bond ETF position peaked at $106K in Q1 2014.
228 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.