Kades & Cheifetz’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Kades & Cheifetz’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	$3.69M	Buy	35,024 +25,737	+277%	+$2.72M	1.89%	17
2024 Q3	$986K	Buy	9,287 +1,049	+13%	+$111K	0.56%	44
2024 Q2	$861K	Buy	8,238 +743	+10%	+$77.6K	0.54%	44
2024 Q1	$785K	Sell	7,495 -1,453	-16%	-$153K	0.5%	48
2023 Q4	$943K	Buy	8,948 +519	+6%	+$54K	0.67%	37
2023 Q3	$867K	Buy	8,429 +160	+2%	+$16.6K	0.69%	36
2023 Q2	$860K	Buy	8,269 +5	+0.1%	+$520	0.66%	36
2023 Q1	$865K	Buy	8,264 +1,904	+30%	+$199K	0.68%	32
2022 Q4	$663K	Buy	+6,360	New	+$658K	0.55%	38

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 $374B AUM 17.66% 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

Kades & Cheifetz's SUB Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 277% in Q4 2024, buying an estimated $2.72M and bringing the position to 35,024 shares worth $3.69M. The position accounts for 1.89% of the portfolio, ranked #17.

Kades & Cheifetz first reported a position in SUB in Q4 2022 and has held it in 9 quarters since. 830 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

Kades & Cheifetz held 35,024 shares of iShares Short-Term National Muni Bond ETF worth $3.69M as of Q4 2024.
Kades & Cheifetz bought 25,737 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $2.72M.
iShares Short-Term National Muni Bond ETF made up 1.89% of Kades & Cheifetz's portfolio in Q4 2024, its #17 holding.
Kades & Cheifetz first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 9 quarters since.
830 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.