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Indiana Trust & Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Indiana Trust & Investment 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
2025
Q1 		– Sell
-28
Closed -$2.95K – 484
2024
Q4 		$2.95K Hold
28
– – ﹤0.01% 449
2024
Q3 		$2.97K Buy
+28
New +$2.95K ﹤0.01% 459

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Indiana Trust & Investment Management's SUB Position: Q1 2025 in Review

Indiana Trust & Investment Management 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.

Indiana Trust & Investment Management first reported a position in SUB in Q3 2024 and held it in 2 quarters. The position peaked at $2.97K in Q3 2024. 834 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

  • Indiana Trust & Investment Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 28 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $2.95K.
  • Indiana Trust & Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and held it in 2 quarters.
  • Indiana Trust & Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $2.97K in Q3 2024.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2025, filed 21 May 2025.