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McIlrath & Eck’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

McIlrath & Eck’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
-129
Closed -$13.7K – 1025
2024
Q3 		$13.7K Hold
129
– – ﹤0.01% 564
2024
Q2 		$13.5K Hold
129
– – ﹤0.01% 547
2024
Q1 		$13.5K Buy
+129
New +$13.5K ﹤0.01% 551

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

McIlrath & Eck's SUB Position: Q4 2024 in Review

McIlrath & Eck sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 129 shares — an estimated $13.7K sold.

McIlrath & Eck first reported a position in SUB in Q1 2024 and held it in 3 quarters. The position peaked at $13.7K in Q3 2024. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • McIlrath & Eck reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • McIlrath & Eck sold 129 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $13.7K.
  • McIlrath & Eck first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and held it in 3 quarters.
  • McIlrath & Eck's iShares Short-Term National Muni Bond ETF position peaked at $13.7K in Q3 2024.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.