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Stokes & Hubbell Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Stokes & Hubbell Capital 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
2019
Q1 		$371K Buy
+3,502
New +$370K 0.08% 107

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $3.6B AUM 16.02% 1-Year Est. Return

Stokes & Hubbell Capital Management's SUB Position: Q1 2019 in Review

Stokes & Hubbell Capital Management opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2019: 3,502 shares worth $371K. The stake represents 0.08% of the portfolio and ranks #107 among its holdings.

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

  • Stokes & Hubbell Capital Management held 3,502 shares of iShares Short-Term National Muni Bond ETF worth $371K as of Q1 2019.
  • iShares Short-Term National Muni Bond ETF was a new Stokes & Hubbell Capital Management position in Q1 2019.
  • iShares Short-Term National Muni Bond ETF made up 0.08% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #107 holding.
  • 296 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.