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Boston Family Office’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Boston Family Office’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
-2,232
Closed -$237K – 281
2024
Q3 		$237K Sell
2,232
-575
-20% -$60.7K 0.02% 254
2024
Q2 		$293K Hold
2,807
– – 0.02% 225
2024
Q1 		$294K Sell
2,807
-95
-3% -$9.97K 0.02% 223
2023
Q4 		$306K Hold
2,902
– – 0.02% 221
2023
Q3 		$298K Buy
2,902
+115
+4% +$11.9K 0.02% 220
2023
Q2 		$290K Hold
2,787
– – 0.02% 226
2023
Q1 		$292K Hold
2,787
– – 0.02% 230
2022
Q4 		$291K Hold
2,787
– – 0.02% 233
2022
Q3 		$286K Buy
2,787
+427
+18% +$44.6K 0.03% 230
2022
Q2 		$247K Buy
+2,360
New +$246K 0.02% 244

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 22.9% 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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Boston Family Office's SUB Position: Q4 2024 in Review

Boston Family Office sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 2,232 shares — an estimated $237K sold.

Boston Family Office first reported a position in SUB in Q2 2022 and held it in 10 quarters. The position peaked at $306K in Q4 2023. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • Boston Family Office reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Boston Family Office sold 2,232 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $237K.
  • Boston Family Office first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 10 quarters.
  • Boston Family Office's iShares Short-Term National Muni Bond ETF position peaked at $306K in Q4 2023.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Boston Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.