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

SkyOak Wealth’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
2021
Q1 		– Sell
-1,875
Closed -$203K – 251
2020
Q4 		$203K Hold
1,875
– – 0.06% 203
2020
Q3 		$203K Hold
1,875
– – 0.07% 186
2020
Q2 		$202K Buy
+1,875
New +$201K 0.07% 218
2020
Q1 		– Sell
-1,876
Closed -$200K – 286
2019
Q4 		$200K Buy
+1,876
New +$200K 0.06% 294

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

SkyOak Wealth's SUB Position: Q1 2021 in Review

SkyOak Wealth sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2021, closing a stake of 1,875 shares — an estimated $203K sold.

SkyOak Wealth first reported a position in SUB in Q4 2019 and held it in 4 quarters. The position peaked at $203K in Q4 2020. 507 funds tracked by Wall St. Rank hold SUB as of Q1 2021.

  • SkyOak Wealth reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • SkyOak Wealth sold 1,875 iShares Short-Term National Muni Bond ETF shares in Q1 2021, an estimated $203K.
  • SkyOak Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 4 quarters.
  • SkyOak Wealth's iShares Short-Term National Muni Bond ETF position peaked at $203K in Q4 2020.
  • 507 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2021.

Based on SkyOak Wealth's 13F filing for Q1 2021, filed 29 Apr 2021.