SHJ
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Sharkey, Howes & Javer’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sharkey, Howes & Javer’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
2017
Q2 		– Sell
-1,895
Closed -$200K – 226
2017
Q1 		$200K Buy
+1,895
New +$200K 0.11% 35

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sharkey, Howes & Javer's SUB Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2017, closing a stake of 1,895 shares — an estimated $200K sold.

Sharkey, Howes & Javer first reported a position in SUB in Q1 2017 and held it in 1 quarter. The position peaked at $200K in Q1 2017. 180 funds tracked by Wall St. Rank hold SUB as of Q2 2017.

  • Sharkey, Howes & Javer reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,895 iShares Short-Term National Muni Bond ETF shares in Q2 2017, an estimated $200K.
  • Sharkey, Howes & Javer first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2017 and held it in 1 quarter.
  • Sharkey, Howes & Javer's iShares Short-Term National Muni Bond ETF position peaked at $200K in Q1 2017.
  • 180 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.