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Cynosure Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cynosure Group’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
-11,337
Closed -$1.2M – 382
2024
Q3 		$1.2M Hold
11,337
– – 0.18% 59
2024
Q2 		$1.19M Hold
11,337
– – 0.19% 67
2024
Q1 		$1.19M Hold
11,337
– – 0.21% 57
2023
Q4 		$1.2M Hold
11,337
– – 0.21% 84
2023
Q3 		$1.17M Buy
+11,337
New +$1.18M 0.36% 60

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
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

Cynosure Group's SUB Position: Q4 2024 in Review

Cynosure Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 11,337 shares — an estimated $1.2M sold.

Cynosure Group first reported a position in SUB in Q3 2023 and held it in 5 quarters. The position peaked at $1.2M in Q3 2024. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • Cynosure Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Cynosure Group sold 11,337 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $1.2M.
  • Cynosure Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and held it in 5 quarters.
  • Cynosure Group's iShares Short-Term National Muni Bond ETF position peaked at $1.2M in Q3 2024.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Cynosure Group's 13F filing for Q4 2024, filed 12 Feb 2025.