PCS
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Personal CFO Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Personal CFO 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
2020
Q4 		– Sell
-3,080
Closed – – 405
2020
Q3 		$0 Buy
+3,080
New +$333K ﹤0.01% 308

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Personal CFO Solutions's SUB Position: Q4 2020 in Review

Personal CFO Solutions sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2020, closing a stake of 3,080 shares.

Personal CFO Solutions first reported a position in SUB in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 473 funds tracked by Wall St. Rank hold SUB as of Q4 2020.

  • Personal CFO Solutions reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 3,080 iShares Short-Term National Muni Bond ETF shares in Q4 2020.
  • Personal CFO Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and held it in 1 quarter.
  • Personal CFO Solutions's iShares Short-Term National Muni Bond ETF position peaked at $0 in Q3 2020.
  • 473 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2020.

Based on Personal CFO Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.