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

Sutton 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
2017
Q1 		– Sell
-360
Closed -$37.8K – 1078
2016
Q4 		$37.8K Hold
360
– – 0.03% 314
2016
Q3 		$38.2K Buy
360
+120
+50% +$12.8K 0.03% 301
2016
Q2 		$25.5K Hold
240
– – 0.02% 386
2016
Q1 		$25.5K Buy
+240
New +$25.5K 0.02% 374

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sutton Wealth Advisors's SUB Position: Q1 2017 in Review

Sutton Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2017, closing a stake of 360 shares — an estimated $37.8K sold.

Sutton Wealth Advisors first reported a position in SUB in Q1 2016 and held it in 4 quarters. The position peaked at $38.2K in Q3 2016. 178 funds tracked by Wall St. Rank hold SUB as of Q1 2017.

  • Sutton Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Sutton Wealth Advisors sold 360 iShares Short-Term National Muni Bond ETF shares in Q1 2017, an estimated $37.8K.
  • Sutton Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2016 and held it in 4 quarters.
  • Sutton Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $38.2K in Q3 2016.
  • 178 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2017.

Based on Sutton Wealth Advisors's 13F filing for Q1 2017, filed 6 Nov 2023.