Wechter Feldman Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wechter Feldman Wealth 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
2021 Q1	–	Sell	-2,523	Closed	-$273K	–	26
2020 Q4	$273K	Hold	2,523	–	–	0.2%	22
2020 Q3	$273K	Hold	2,523	–	–	0.21%	21
2020 Q2	$272K	Sell	2,523 -672	-21%	-$72K	0.25%	21
2020 Q1	$340K	Sell	3,195 -96	-3%	-$10.2K	0.83%	16
2019 Q4	$351K	Hold	3,291	–	–	0.23%	24
2019 Q3	$351K	Hold	3,291	–	–	0.22%	26
2019 Q2	$351K	Sell	3,291 -1,337	-29%	-$142K	0.23%	25
2019 Q1	$491K	Sell	4,628 -1,515	-25%	-$160K	0.32%	24
2018 Q4	$647K	Sell	6,143 -7,495	-55%	-$785K	0.62%	19
2018 Q3	$1.43M	Hold	13,638	–	–	0.87%	18
2018 Q2	$1.43M	Sell	13,638 -741	-5%	-$77.6K	0.99%	15
2018 Q1	$1.51M	Sell	14,379 -2,673	-16%	-$280K	1.07%	16
2017 Q4	$1.79M	Buy	+17,052	New	+$1.8M	1.25%	15

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

OCM

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

Wechter Feldman Wealth Management's SUB Position: Q1 2021 in Review

Wechter Feldman Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2021, closing a stake of 2,523 shares — an estimated $273K sold.

Wechter Feldman Wealth Management first reported a position in SUB in Q4 2017 and held it in 13 quarters. The position peaked at $1.79M in Q4 2017. 506 funds tracked by Wall St. Rank hold SUB as of Q1 2021.

Wechter Feldman Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Wechter Feldman Wealth Management sold 2,523 iShares Short-Term National Muni Bond ETF shares in Q1 2021, an estimated $273K.
Wechter Feldman Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and held it in 13 quarters.
Wechter Feldman Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $1.79M in Q4 2017.
506 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.