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

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Envestnet Asset Management

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Bank of New York Mellon

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return