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Laird Norton Wetherby Trust Company’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Laird Norton Wetherby Trust Company’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
-2,852
Closed -$308K – 161
2020
Q4 		$308K Buy
+2,852
New +$308K 0.03% 120

Other funds holding SUB

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $3.6B AUM 16.02% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SUB Position: Q1 2021 in Review

Laird Norton Wetherby Trust Company sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2021, closing a stake of 2,852 shares — an estimated $308K sold.

Laird Norton Wetherby Trust Company first reported a position in SUB in Q4 2020 and held it in 1 quarter. The position peaked at $308K in Q4 2020. 507 funds tracked by Wall St. Rank hold SUB as of Q1 2021.

  • Laird Norton Wetherby Trust Company reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Laird Norton Wetherby Trust Company sold 2,852 iShares Short-Term National Muni Bond ETF shares in Q1 2021, an estimated $308K.
  • Laird Norton Wetherby Trust Company first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 1 quarter.
  • Laird Norton Wetherby Trust Company's iShares Short-Term National Muni Bond ETF position peaked at $308K in Q4 2020.
  • 507 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2021.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2021, filed 13 May 2021.