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

V 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
2020
Q2 		– Sell
-3,037
Closed -$323K – 380
2020
Q1 		$323K Buy
+3,037
New +$323K 0.1% 204

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

V Wealth Advisors's SUB Position: Q2 2020 in Review

V Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2020, closing a stake of 3,037 shares — an estimated $323K sold.

V Wealth Advisors first reported a position in SUB in Q1 2020 and held it in 1 quarter. The position peaked at $323K in Q1 2020. 400 funds tracked by Wall St. Rank hold SUB as of Q2 2020.

  • V Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • V Wealth Advisors sold 3,037 iShares Short-Term National Muni Bond ETF shares in Q2 2020, an estimated $323K.
  • V Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and held it in 1 quarter.
  • V Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $323K in Q1 2020.
  • 400 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2020.

Based on V Wealth Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.