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Prestige Wealth Management Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Prestige Wealth Management 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
2019
Q1 		– Sell
-1,502
Closed -$158K – 1052
2018
Q4 		$158K Buy
+1,502
New +$157K 0.12% 116

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US Bancorp
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Prestige Wealth Management Group's SUB Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2019, closing a stake of 1,502 shares — an estimated $158K sold.

Prestige Wealth Management Group first reported a position in SUB in Q4 2018 and held it in 1 quarter. The position peaked at $158K in Q4 2018. 296 funds tracked by Wall St. Rank hold SUB as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 1,502 iShares Short-Term National Muni Bond ETF shares in Q1 2019, an estimated $158K.
  • Prestige Wealth Management Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's iShares Short-Term National Muni Bond ETF position peaked at $158K in Q4 2018.
  • 296 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.