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Main Street Research’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Main Street Research’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
-2,137
Closed -$226K – 131
2017
Q1 		$226K Buy
+2,137
New +$225K 0.04% 107

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Main Street Research's SUB Position: Q2 2017 in Review

Main Street Research sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2017, closing a stake of 2,137 shares — an estimated $226K sold.

Main Street Research first reported a position in SUB in Q1 2017 and held it in 1 quarter. The position peaked at $226K in Q1 2017. 179 funds tracked by Wall St. Rank hold SUB as of Q2 2017.

  • Main Street Research reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Main Street Research sold 2,137 iShares Short-Term National Muni Bond ETF shares in Q2 2017, an estimated $226K.
  • Main Street Research first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2017 and held it in 1 quarter.
  • Main Street Research's iShares Short-Term National Muni Bond ETF position peaked at $226K in Q1 2017.
  • 179 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2017.

Based on Main Street Research's 13F filing for Q2 2017, filed 18 Jul 2017.