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Blue Oak Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Blue Oak Capital’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
2025
Q1 		– Sell
-7,939
Closed -$837K – 86
2024
Q4 		$837K Buy
+7,939
New +$839K 0.51% 34

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Oak Capital's SUB Position: Q1 2025 in Review

Blue Oak Capital sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 7,939 shares — an estimated $837K sold.

Blue Oak Capital first reported a position in SUB in Q4 2024 and held it in 1 quarter. The position peaked at $837K in Q4 2024. 835 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

  • Blue Oak Capital reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Oak Capital sold 7,939 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $837K.
  • Blue Oak Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Blue Oak Capital's iShares Short-Term National Muni Bond ETF position peaked at $837K in Q4 2024.
  • 835 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on Blue Oak Capital's 13F filing for Q1 2025, filed 6 Jun 2025.