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Landaas & Company’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Landaas & 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
2018
Q3 		– Sell
-1,462
Closed -$154K – 274
2018
Q2 		$154K Buy
+1,462
New +$153K 0.12% 69
2018
Q1 		– Sell
-1,462
Closed -$153K – 269
2017
Q4 		$153K Hold
1,462
– – 0.13% 69
2017
Q3 		$155K Buy
+1,462
New +$155K 0.14% 63

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
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
IA
Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Landaas & Company's SUB Position: Q3 2018 in Review

Landaas & Company sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2018, closing a stake of 1,462 shares — an estimated $154K sold.

Landaas & Company first reported a position in SUB in Q3 2017 and held it in 3 quarters. The position peaked at $155K in Q3 2017. 228 funds tracked by Wall St. Rank hold SUB as of Q3 2018.

  • Landaas & Company reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 1,462 iShares Short-Term National Muni Bond ETF shares in Q3 2018, an estimated $154K.
  • Landaas & Company first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's iShares Short-Term National Muni Bond ETF position peaked at $155K in Q3 2017.
  • 228 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.