Wealthspire Advisors (Maryland)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$216K	Sell	1,994 -150	-7%	-$16.2K	0.01%	431
2020 Q2	$231K	Buy	+2,144	New	+$230K	0.02%	391
2019 Q1	–	Sell	-159	Closed	-$17K	–	2587
2018 Q4	$17K	Buy	159 +1	+0.6%	+$105	﹤0.01%	1279
2018 Q3	$17K	Buy	158 +1	+0.6%	+$105	﹤0.01%	1372
2018 Q2	$17K	Hold	157	–	–	﹤0.01%	1381
2018 Q1	$16K	Hold	157	–	–	﹤0.01%	1378
2017 Q4	$16K	Buy	157 +1	+0.6%	+$105	﹤0.01%	1410
2017 Q3	$17K	Hold	156	–	–	﹤0.01%	1362
2017 Q2	$16K	Buy	+156	New	+$16.5K	﹤0.01%	1349

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

OCM

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

WCM

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

Wealthspire Advisors (Maryland)'s SUB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7% in Q3 2020, selling an estimated $16.2K and leaving 1,994 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #431.

Wealthspire Advisors (Maryland) first reported a position in SUB in Q2 2017 and has held it in 9 quarters since. The position peaked at $231K in Q2 2020. 423 funds tracked by Wall St. Rank hold SUB as of Q3 2020.

Wealthspire Advisors (Maryland) held 1,994 shares of iShares Short-Term National Muni Bond ETF worth $216K as of Q3 2020.
Wealthspire Advisors (Maryland) sold 150 iShares Short-Term National Muni Bond ETF shares in Q3 2020, an estimated $16.2K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #431 holding.
Wealthspire Advisors (Maryland) first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2017 and has held it in 9 quarters since.
Wealthspire Advisors (Maryland)'s iShares Short-Term National Muni Bond ETF position peaked at $231K in Q2 2020.
423 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.