Martel Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Martel Wealth Advisors’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 Q4	–	Sell	-2,363	Closed	-$255K	–	46
2020 Q3	$255K	Buy	2,363 +394	+20%	+$42.6K	0.08%	40
2020 Q2	$212K	Sell	1,969 -27	-1%	-$2.89K	0.07%	41
2020 Q1	$212K	Buy	1,996 +8	+0.4%	+$851	0.08%	37
2019 Q4	$212K	Hold	1,988	–	–	0.07%	39
2019 Q3	$212K	Sell	1,988 -44	-2%	-$4.7K	0.08%	37
2019 Q2	$217K	Buy	+2,032	New	+$216K	0.08%	37

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Martel Wealth Advisors's SUB Position: Q4 2020 in Review

Martel Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2020, closing a stake of 2,363 shares — an estimated $255K sold.

Martel Wealth Advisors first reported a position in SUB in Q2 2019 and held it in 6 quarters. The position peaked at $255K in Q3 2020. 472 funds tracked by Wall St. Rank hold SUB as of Q4 2020.

Martel Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
Martel Wealth Advisors sold 2,363 iShares Short-Term National Muni Bond ETF shares in Q4 2020, an estimated $255K.
Martel Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2019 and held it in 6 quarters.
Martel Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $255K in Q3 2020.
472 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2020.

Based on Martel Wealth Advisors's 13F filing for Q4 2020, filed 9 Oct 2024.