Reby Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Reby Advisors’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	$120K	Buy	+1,110	New	+$120K	0.03%	128

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

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

Reby Advisors's SUB Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q4 2020: 1,110 shares worth $120K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings.

473 funds tracked by Wall St. Rank hold SUB as of Q4 2020.

Reby Advisors held 1,110 shares of iShares Short-Term National Muni Bond ETF worth $120K as of Q4 2020.
iShares Short-Term National Muni Bond ETF was a new Reby Advisors position in Q4 2020.
iShares Short-Term National Muni Bond ETF made up 0.03% of Reby Advisors's portfolio in Q4 2020, its #128 holding.
473 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.