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WealthShield’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

WealthShield’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
Q4 		$326K Buy
+3,107
New +$328K 0.2% 93

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
IA
Independence Advisors Wayne, Pennsylvania $466M AUM 11.32% 1-Year Est. Return

WealthShield's SUB Position: Q4 2017 in Review

WealthShield opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q4 2017: 3,107 shares worth $326K. The stake represents 0.2% of the portfolio and ranks #93 among its holdings.

215 funds tracked by Wall St. Rank hold SUB as of Q4 2017.

  • WealthShield held 3,107 shares of iShares Short-Term National Muni Bond ETF worth $326K as of Q4 2017.
  • iShares Short-Term National Muni Bond ETF was a new WealthShield position in Q4 2017.
  • iShares Short-Term National Muni Bond ETF made up 0.2% of WealthShield's portfolio in Q4 2017, its #93 holding.
  • 215 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.