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OmniStar Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

OmniStar Financial Group’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
Q3 		– Sell
-2,888
Closed -$303K – 147
2018
Q2 		$303K Buy
2,888
+55
+2% +$5.76K 0.29% 89
2018
Q1 		$297K Sell
2,833
-30
-1% -$3.15K 0.28% 87
2017
Q4 		$300K Buy
+2,863
New +$302K 0.27% 87

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
IA
Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OmniStar Financial Group's SUB Position: Q3 2018 in Review

OmniStar Financial Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2018, closing a stake of 2,888 shares — an estimated $303K sold.

OmniStar Financial Group first reported a position in SUB in Q4 2017 and held it in 3 quarters. The position peaked at $303K in Q2 2018. 228 funds tracked by Wall St. Rank hold SUB as of Q3 2018.

  • OmniStar Financial Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • OmniStar Financial Group sold 2,888 iShares Short-Term National Muni Bond ETF shares in Q3 2018, an estimated $303K.
  • OmniStar Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and held it in 3 quarters.
  • OmniStar Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $303K in Q2 2018.
  • 228 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2018.

Based on OmniStar Financial Group's 13F filing for Q3 2018, filed 16 Nov 2018.