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Sound Financial Strategies Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sound Financial Strategies Group’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
Q4 		– Sell
-451
Closed -$49K – 102
2020
Q3 		$49K Buy
+451
New +$48.8K 0.03% 63

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $432B AUM 30.22% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Sound Financial Strategies Group's SUB Position: Q4 2020 in Review

Sound Financial Strategies Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2020, closing a stake of 451 shares — an estimated $49K sold.

Sound Financial Strategies Group first reported a position in SUB in Q3 2020 and held it in 1 quarter. The position peaked at $49K in Q3 2020. 472 funds tracked by Wall St. Rank hold SUB as of Q4 2020.

  • Sound Financial Strategies Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sound Financial Strategies Group sold 451 iShares Short-Term National Muni Bond ETF shares in Q4 2020, an estimated $49K.
  • Sound Financial Strategies Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and held it in 1 quarter.
  • Sound Financial Strategies Group's iShares Short-Term National Muni Bond ETF position peaked at $49K in Q3 2020.
  • 472 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2020.

Based on Sound Financial Strategies Group's 13F filing for Q4 2020, filed 22 Jan 2021.