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Lane & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Lane & Associates’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
Q3 		– Sell
-2,028
Closed -$212K – 120
2024
Q2 		$212K Buy
2,028
+55
+3% +$5.75K 0.13% 108
2024
Q1 		$207K Buy
1,973
+12
+0.6% +$1.26K 0.13% 109
2023
Q4 		$207K Sell
1,961
-1,214
-38% -$126K 0.15% 99
2023
Q3 		$327K Sell
3,175
-479
-13% -$49.7K 0.26% 73
2023
Q2 		$380K Buy
3,654
+843
+30% +$87.7K 0.3% 62
2023
Q1 		$294K Buy
2,811
+475
+20% +$49.6K 0.26% 70
2022
Q4 		$244K Buy
+2,336
New +$242K 0.23% 78

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lane & Associates's SUB Position: Q3 2024 in Review

Lane & Associates sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2024, closing a stake of 2,028 shares — an estimated $212K sold.

Lane & Associates first reported a position in SUB in Q4 2022 and held it in 7 quarters. The position peaked at $380K in Q2 2023. 765 funds tracked by Wall St. Rank hold SUB as of Q3 2024.

  • Lane & Associates reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Lane & Associates sold 2,028 iShares Short-Term National Muni Bond ETF shares in Q3 2024, an estimated $212K.
  • Lane & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 7 quarters.
  • Lane & Associates's iShares Short-Term National Muni Bond ETF position peaked at $380K in Q2 2023.
  • 765 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2024.

Based on Lane & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.