Sound View Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sound View Wealth 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
2019 Q1	$398K	Buy	+3,750	New	+$396K	0.12%	157

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Sound View Wealth Advisors's SUB Position: Q1 2019 in Review

Sound View Wealth Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2019: 3,750 shares worth $398K. The stake represents 0.12% of the portfolio and ranks #157 among its holdings.

296 funds tracked by Wall St. Rank hold SUB as of Q1 2019.

Sound View Wealth Advisors held 3,750 shares of iShares Short-Term National Muni Bond ETF worth $398K as of Q1 2019.
iShares Short-Term National Muni Bond ETF was a new Sound View Wealth Advisors position in Q1 2019.
iShares Short-Term National Muni Bond ETF made up 0.12% of Sound View Wealth Advisors's portfolio in Q1 2019, its #157 holding.
296 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.