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Fourpath Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Fourpath Capital 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
Q4 		– Sell
-19
Closed -$2.02K – 698
2024
Q3 		$2.02K Buy
+19
New +$2K ﹤0.01% 652

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Morgan Stanley
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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

Fourpath Capital Management's SUB Position: Q4 2024 in Review

Fourpath Capital Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 19 shares — an estimated $2.02K sold.

Fourpath Capital Management first reported a position in SUB in Q3 2024 and held it in 1 quarter. The position peaked at $2.02K in Q3 2024. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • Fourpath Capital Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 19 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $2.02K.
  • Fourpath Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $2.02K in Q3 2024.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

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