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Mariner Wealth Advisors (Madison)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$33K Sell
309
-1,169
-79% -$124K 0.01% 106
2013
Q2 		$156K Buy
+1,478
New +$157K 0.07% 55

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BAC
Boys Arnold & Co Asheville, North Carolina $566M AUM 6.76% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s SUB Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 79% in Q3 2013, selling an estimated $124K and leaving 309 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #106.

Mariner Wealth Advisors (Madison) first reported a position in SUB in Q2 2013 and has held it in 2 quarters since. The position peaked at $156K in Q2 2013. 92 funds tracked by Wall St. Rank hold SUB as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 309 shares of iShares Short-Term National Muni Bond ETF worth $33K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 1,169 iShares Short-Term National Muni Bond ETF shares in Q3 2013, an estimated $124K.
  • iShares Short-Term National Muni Bond ETF made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #106 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s iShares Short-Term National Muni Bond ETF position peaked at $156K in Q2 2013.
  • 92 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.