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Boston Mountain Money Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Boston Mountain Money Management’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
Q3 		$3.58M Buy
33,714
+2,532
+8% +$267K 2.08% 13
2024
Q2 		$3.26M Buy
31,182
+5,100
+20% +$533K 2.15% 12
2024
Q1 		$2.73M Buy
+26,082
New +$2.74M 1.87% 13

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Boston Mountain Money Management's SUB Position: Q3 2024 in Review

Boston Mountain Money Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.1% in Q3 2024, buying an estimated $267K and bringing the position to 33,714 shares worth $3.58M. The position accounts for 2.08% of the portfolio, ranked #13.

Boston Mountain Money Management first reported a position in SUB in Q1 2024 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold SUB as of Q3 2024.

  • Boston Mountain Money Management held 33,714 shares of iShares Short-Term National Muni Bond ETF worth $3.58M as of Q3 2024.
  • Boston Mountain Money Management bought 2,532 iShares Short-Term National Muni Bond ETF shares in Q3 2024, an estimated $267K.
  • iShares Short-Term National Muni Bond ETF made up 2.08% of Boston Mountain Money Management's portfolio in Q3 2024, its #13 holding.
  • Boston Mountain Money Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.