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Capital Insight Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Capital Insight Partners’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
-2,403
Closed -$255K – 163
2024
Q3 		$255K Sell
2,403
-2,121
-47% -$224K 0.04% 145
2024
Q2 		$473K Sell
4,524
-490
-10% -$51.2K 0.09% 129
2024
Q1 		$525K Buy
5,014
+149
+3% +$15.6K 0.1% 131
2023
Q4 		$513K Sell
4,865
-1,291
-21% -$134K 0.1% 117
2023
Q3 		$633K Sell
6,156
-39
-0.6% -$4.04K 0.14% 101
2023
Q2 		$645K Sell
6,195
-76,509
-93% -$7.96M 0.14% 103
2023
Q1 		$8.66M Buy
82,704
+4,278
+5% +$447K 2.04% 8
2022
Q4 		$8.18M Buy
78,426
+7,088
+10% +$734K 2.12% 8
2022
Q3 		$7.32M Buy
71,338
+11,393
+19% +$1.19M 1.97% 9
2022
Q2 		$6.27M Buy
+59,945
New +$6.24M 1.46% 13
2021
Q3 		– Sell
-3,897
Closed -$420K – 153
2021
Q2 		$420K Sell
3,897
-888
-19% -$95.7K 0.09% 127
2021
Q1 		$516K Sell
4,785
-40,988
-90% -$4.42M 0.13% 124
2020
Q4 		$4.95M Buy
45,773
+17,803
+64% +$1.92M 1.25% 17
2020
Q3 		$3.02M Buy
27,970
+3,945
+16% +$427K 0.85% 32
2020
Q2 		$2.59M Sell
24,025
-70
-0.3% -$7.5K 0.82% 38
2020
Q1 		$2.56M Sell
24,095
-3,655
-13% -$389K 1.35% 18
2019
Q4 		$2.96M Buy
+27,750
New +$2.96M 1.36% 17

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

Capital Insight Partners's SUB Position: Q4 2024 in Review

Capital Insight Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 2,403 shares — an estimated $255K sold.

Capital Insight Partners first reported a position in SUB in Q4 2019 and held it in 17 quarters. The position peaked at $8.66M in Q1 2023. 831 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • Capital Insight Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Insight Partners sold 2,403 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $255K.
  • Capital Insight Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 17 quarters.
  • Capital Insight Partners's iShares Short-Term National Muni Bond ETF position peaked at $8.66M in Q1 2023.
  • 831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Capital Insight Partners's 13F filing for Q4 2024, filed 24 Jan 2025.