NewDay Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

NewDay Solutions’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
2018 Q4	$569K	Buy	+5,394	New	+$565K	0.53%	35

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

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

NewDay Solutions's SUB Position: Q4 2018 in Review

NewDay Solutions opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q4 2018: 5,394 shares worth $569K. The stake represents 0.53% of the portfolio and ranks #35 among its holdings.

276 funds tracked by Wall St. Rank hold SUB as of Q4 2018.

NewDay Solutions held 5,394 shares of iShares Short-Term National Muni Bond ETF worth $569K as of Q4 2018.
iShares Short-Term National Muni Bond ETF was a new NewDay Solutions position in Q4 2018.
iShares Short-Term National Muni Bond ETF made up 0.53% of NewDay Solutions's portfolio in Q4 2018, its #35 holding.
276 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2018.

Based on NewDay Solutions's 13F filing for Q4 2018, filed 14 Feb 2019.