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Laurel Wealth Advisors (North Carolina)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-347
Closed -$36.8K – 767
2024
Q3 		$36.8K Hold
347
– – 0.01% 339
2024
Q2 		$36.3K Hold
347
– – 0.01% 317
2024
Q1 		$36.3K Hold
347
– – 0.01% 326
2023
Q4 		$36.6K Hold
347
– – 0.01% 311
2023
Q3 		$35.7K Hold
347
– – 0.01% 307
2023
Q2 		$36.1K Hold
347
– – 0.01% 318
2023
Q1 		$36.3K Hold
347
– – 0.01% 314
2022
Q4 		$36.2K Hold
347
– – 0.01% 286
2022
Q3 		$36K Buy
+347
New +$36.2K 0.01% 284

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Laurel Wealth Advisors (North Carolina)'s SUB Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 347 shares — an estimated $36.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SUB in Q3 2022 and held it in 9 quarters. The position peaked at $36.8K in Q3 2024. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 347 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $36.8K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and held it in 9 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares Short-Term National Muni Bond ETF position peaked at $36.8K in Q3 2024.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.