SMA
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Simply Money Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Simply Money 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
2016
Q3 		– Sell
-28,787
Closed -$3.06M – 29
2016
Q2 		$3.06M Buy
+28,787
New +$3.06M 0.47% 17

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simply Money Advisors's SUB Position: Q3 2016 in Review

Simply Money Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2016, closing a stake of 28,787 shares — an estimated $3.06M sold.

Simply Money Advisors first reported a position in SUB in Q2 2016 and held it in 1 quarter. The position peaked at $3.06M in Q2 2016. 153 funds tracked by Wall St. Rank hold SUB as of Q3 2016.

  • Simply Money Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Simply Money Advisors sold 28,787 iShares Short-Term National Muni Bond ETF shares in Q3 2016, an estimated $3.06M.
  • Simply Money Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2016 and held it in 1 quarter.
  • Simply Money Advisors's iShares Short-Term National Muni Bond ETF position peaked at $3.06M in Q2 2016.
  • 153 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2016.

Based on Simply Money Advisors's 13F filing for Q3 2016, filed 7 Oct 2016.