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

Arkos Global 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
2024 Q4	–	Sell	-23,341	Closed	-$2.48M	–	138
2024 Q3	$2.48M	Sell	23,341 -532	-2%	-$56.1K	0.36%	29
2024 Q2	$2.5M	Sell	23,873 -179	-0.7%	-$18.7K	0.4%	27
2024 Q1	$2.52M	Sell	24,052 -2,222	-8%	-$233K	0.42%	26
2023 Q4	$2.77M	Buy	26,274 +4,872	+23%	+$507K	0.5%	25
2023 Q3	$2.2M	Sell	21,402 -10,338	-33%	-$1.07M	0.45%	24
2023 Q2	$3.3M	Sell	31,740 -47,295	-60%	-$4.92M	0.64%	20
2023 Q1	$8.27M	Sell	79,035 -312	-0.4%	-$32.6K	1.67%	14
2022 Q4	$8.27M	Buy	79,347 +76,883	+3,120%	+$7.96M	2.11%	11
2022 Q3	$253K	Buy	+2,464	New	+$257K	0.08%	70

Other funds holding SUB

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Arkos Global Advisors's SUB Position: Q4 2024 in Review

Arkos Global Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 23,341 shares — an estimated $2.48M sold.

Arkos Global Advisors first reported a position in SUB in Q3 2022 and held it in 9 quarters. The position peaked at $8.27M in Q4 2022. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

Arkos Global Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Arkos Global Advisors sold 23,341 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $2.48M.
Arkos Global Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and held it in 9 quarters.
Arkos Global Advisors's iShares Short-Term National Muni Bond ETF position peaked at $8.27M in Q4 2022.
834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Arkos Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.