Horizon Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Horizon Investments’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
2025 Q1	–	Sell	-28	Closed	-$2.95K	–	924
2024 Q4	$2.95K	Hold	28	–	–	﹤0.01%	706
2024 Q3	$2.96K	Sell	28 -67,934	-100%	-$7.17M	﹤0.01%	683
2024 Q2	$7.08M	Buy	67,962 +2,672	+4%	+$279K	0.2%	56
2024 Q1	$6.81M	Buy	65,290 +1,039	+2%	+$109K	0.18%	67
2023 Q4	$6.76M	Buy	64,251 +3,592	+6%	+$374K	0.19%	64
2023 Q3	$6.22M	Buy	60,659 +1,999	+3%	+$207K	0.19%	64
2023 Q2	$6.09M	Buy	58,660 +7,547	+15%	+$786K	0.18%	63
2023 Q1	$5.34M	Buy	51,113 +6,710	+15%	+$700K	0.16%	66
2022 Q4	$4.62M	Buy	44,403 +11,657	+36%	+$1.21M	0.13%	77
2022 Q3	$3.36M	Buy	+32,746	New	+$3.42M	0.1%	80

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horizon Investments's SUB Position: Q1 2025 in Review

Horizon Investments sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 28 shares — an estimated $2.95K sold.

Horizon Investments first reported a position in SUB in Q3 2022 and held it in 10 quarters. The position peaked at $7.08M in Q2 2024. 836 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

Horizon Investments reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Horizon Investments sold 28 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $2.95K.
Horizon Investments first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and held it in 10 quarters.
Horizon Investments's iShares Short-Term National Muni Bond ETF position peaked at $7.08M in Q2 2024.
836 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on Horizon Investments's 13F filing for Q1 2025, filed 13 May 2025.