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Shikiar Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Shikiar Asset Management’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
Q3 		– Sell
-7,818
Closed -$827K – 113
2017
Q2 		$827K Buy
+7,818
New +$828K 0.36% 51

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
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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
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
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Shikiar Asset Management's SUB Position: Q3 2017 in Review

Shikiar Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2017, closing a stake of 7,818 shares — an estimated $827K sold.

Shikiar Asset Management first reported a position in SUB in Q2 2017 and held it in 1 quarter. The position peaked at $827K in Q2 2017. 184 funds tracked by Wall St. Rank hold SUB as of Q3 2017.

  • Shikiar Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Shikiar Asset Management sold 7,818 iShares Short-Term National Muni Bond ETF shares in Q3 2017, an estimated $827K.
  • Shikiar Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2017 and held it in 1 quarter.
  • Shikiar Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $827K in Q2 2017.
  • 184 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2017.

Based on Shikiar Asset Management's 13F filing for Q3 2017, filed 20 Oct 2017.