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

River Wealth 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	–	Sell	-1,929	Closed	-$209K	–	206
2020 Q3	$209K	Buy	+1,929	New	+$209K	0.05%	191
2019 Q1	–	Sell	-225	Closed	-$24K	–	447
2018 Q4	$24K	Hold	225	–	–	0.01%	325
2018 Q3	$24K	Hold	225	–	–	0.01%	360
2018 Q2	$24K	Buy	+225	New	+$23.6K	0.01%	341

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

River Wealth Advisors's SUB Position: Q4 2020 in Review

River Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2020, closing a stake of 1,929 shares — an estimated $209K sold.

River Wealth Advisors first reported a position in SUB in Q2 2018 and held it in 4 quarters. The position peaked at $209K in Q3 2020. 473 funds tracked by Wall St. Rank hold SUB as of Q4 2020.

River Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
River Wealth Advisors sold 1,929 iShares Short-Term National Muni Bond ETF shares in Q4 2020, an estimated $209K.
River Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2018 and held it in 4 quarters.
River Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $209K in Q3 2020.
473 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2020.

Based on River Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.