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Principle Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-300
Closed -$32K – 394
2020
Q2 		$32K Buy
+300
New +$32.1K 0.01% 321

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Principle Wealth Partners's SUB Position: Q3 2020 in Review

Principle Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2020, closing a stake of 300 shares — an estimated $32K sold.

Principle Wealth Partners first reported a position in SUB in Q2 2020 and held it in 1 quarter. The position peaked at $32K in Q2 2020. 423 funds tracked by Wall St. Rank hold SUB as of Q3 2020.

  • Principle Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 300 iShares Short-Term National Muni Bond ETF shares in Q3 2020, an estimated $32K.
  • Principle Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $32K in Q2 2020.
  • 423 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.