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Royal Harbor Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Royal Harbor 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
Q1 		– Sell
-5,993
Closed -$640K – 86
2019
Q4 		$640K Buy
+5,993
New +$639K 0.62% 34

Other funds holding SUB

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $3.6B AUM 16.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Harbor Partners's SUB Position: Q1 2020 in Review

Royal Harbor Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2020, closing a stake of 5,993 shares — an estimated $640K sold.

Royal Harbor Partners first reported a position in SUB in Q4 2019 and held it in 1 quarter. The position peaked at $640K in Q4 2019. 370 funds tracked by Wall St. Rank hold SUB as of Q1 2020.

  • Royal Harbor Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Royal Harbor Partners sold 5,993 iShares Short-Term National Muni Bond ETF shares in Q1 2020, an estimated $640K.
  • Royal Harbor Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Royal Harbor Partners's iShares Short-Term National Muni Bond ETF position peaked at $640K in Q4 2019.
  • 370 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2020.

Based on Royal Harbor Partners's 13F filing for Q1 2020, filed 10 Apr 2020.