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Little House Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Little House Capital’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
-1,951
Closed -$207K – 96
2020
Q1 		$207K Buy
+1,951
New +$207K 0.23% 74

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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 $609B AUM 40.19% 1-Year Est. Return

Little House Capital's SUB Position: Q2 2020 in Review

Little House Capital sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2020, closing a stake of 1,951 shares — an estimated $207K sold.

Little House Capital first reported a position in SUB in Q1 2020 and held it in 1 quarter. The position peaked at $207K in Q1 2020. 400 funds tracked by Wall St. Rank hold SUB as of Q2 2020.

  • Little House Capital reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Little House Capital sold 1,951 iShares Short-Term National Muni Bond ETF shares in Q2 2020, an estimated $207K.
  • Little House Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and held it in 1 quarter.
  • Little House Capital's iShares Short-Term National Muni Bond ETF position peaked at $207K in Q1 2020.
  • 400 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2020.

Based on Little House Capital's 13F filing for Q2 2020, filed 14 Aug 2020.