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Live Your Vision’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Live Your Vision’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
2017
Q2 		– Sell
-3,185
Closed -$336K – 316
2017
Q1 		$336K Hold
3,185
– – 0.13% 53
2016
Q4 		$335K Buy
+3,185
New +$336K 0.14% 54

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Live Your Vision's SUB Position: Q2 2017 in Review

Live Your Vision sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2017, closing a stake of 3,185 shares — an estimated $336K sold.

Live Your Vision first reported a position in SUB in Q4 2016 and held it in 2 quarters. The position peaked at $336K in Q1 2017. 180 funds tracked by Wall St. Rank hold SUB as of Q2 2017.

  • Live Your Vision reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Live Your Vision sold 3,185 iShares Short-Term National Muni Bond ETF shares in Q2 2017, an estimated $336K.
  • Live Your Vision first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and held it in 2 quarters.
  • Live Your Vision's iShares Short-Term National Muni Bond ETF position peaked at $336K in Q1 2017.
  • 180 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2017.

Based on Live Your Vision's 13F filing for Q2 2017, filed 8 Aug 2017.