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

WFG 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 Q2	$232K	Buy	2,189 +678	+45%	+$71.8K	0.05%	336
2017 Q1	$160K	Buy	1,511 +269	+22%	+$28.4K	0.04%	378
2016 Q4	$131K	Buy	1,242 +1,142	+1,142%	+$120K	0.03%	465
2016 Q3	$11K	Sell	100 -501	-83%	-$53.3K	﹤0.01%	1099
2016 Q2	$64K	Buy	+601	New	+$63.8K	0.02%	626
2015 Q1	–	Sell	-118	Closed	-$13K	–	2069
2014 Q4	$13K	Sell	118 -145	-55%	-$15.4K	﹤0.01%	1372
2014 Q3	$28K	Hold	263	–	–	0.01%	1153
2014 Q2	$28K	Hold	263	–	–	0.01%	1140
2014 Q1	$28K	Sell	263 -881	-77%	-$93.7K	0.01%	1130
2013 Q4	$122K	Buy	1,144 +119	+12%	+$12.6K	0.02%	671
2013 Q3	$109K	Buy	1,025 +577	+129%	+$61K	0.02%	677
2013 Q2	$47K	Buy	+448	New	+$47.5K	0.01%	908

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WFG Advisors's SUB Position: Q2 2017 in Review

WFG Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 45% in Q2 2017, buying an estimated $71.8K and bringing the position to 2,189 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #336.

WFG Advisors first reported a position in SUB in Q2 2013 and has held it in 12 quarters since. 180 funds tracked by Wall St. Rank hold SUB as of Q2 2017.

WFG Advisors held 2,189 shares of iShares Short-Term National Muni Bond ETF worth $232K as of Q2 2017.
WFG Advisors bought 678 iShares Short-Term National Muni Bond ETF shares in Q2 2017, an estimated $71.8K.
iShares Short-Term National Muni Bond ETF made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #336 holding.
WFG Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2013 and has held it in 12 quarters since.
180 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.