Hart & Patterson Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hart & Patterson Financial 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	$369K	Buy	3,496 +174	+5%	+$18.4K	0.18%	57
2024 Q3	$353K	Buy	3,322 +818	+33%	+$86.3K	0.17%	57
2024 Q2	$262K	Sell	2,504 -130	-5%	-$13.6K	0.13%	58
2024 Q1	$276K	Buy	2,634 +21	+0.8%	+$2.21K	0.14%	57
2023 Q4	$275K	Buy	+2,613	New	+$272K	0.14%	54

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Hart & Patterson Financial Group's SUB Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 5.2% in Q4 2024, buying an estimated $18.4K and bringing the position to 3,496 shares worth $369K. The position accounts for 0.18% of the portfolio, ranked #57.

Hart & Patterson Financial Group first reported a position in SUB in Q4 2023 and has held it in 5 quarters since. 831 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

Hart & Patterson Financial Group held 3,496 shares of iShares Short-Term National Muni Bond ETF worth $369K as of Q4 2024.
Hart & Patterson Financial Group bought 174 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $18.4K.
iShares Short-Term National Muni Bond ETF made up 0.18% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #57 holding.
Hart & Patterson Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 5 quarters since.
831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.