Householder Group Estate & Retirement Specialist’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Householder Group Estate & Retirement Specialist’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	-20	Closed	-$2K	–	1140
2024 Q3	$2K	Buy	+20	New	+$2.11K	﹤0.01%	1061
2024 Q2	–	Sell	-477	Closed	-$50K	–	1331
2024 Q1	$50K	Buy	477 +1	+0.2%	+$105	0.01%	469
2023 Q4	$50K	Buy	476 +29	+6%	+$3.02K	0.02%	458
2023 Q3	$46K	Buy	+447	New	+$46.4K	0.02%	462
2023 Q1	$63K	Buy	+602	New	+$62.8K	0.02%	399
2022 Q4	–	Sell	-158	Closed	-$16K	–	1042
2022 Q3	$16K	Buy	+158	New	+$16.5K	0.01%	631

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 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Householder Group Estate & Retirement Specialist's SUB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 20 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in SUB in Q3 2022 and held it in 6 quarters. The position peaked at $63K in Q1 2023. 831 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 20 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $2K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's iShares Short-Term National Muni Bond ETF position peaked at $63K in Q1 2023.
831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.