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MFA Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

MFA Wealth Advisors’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
-65
Closed -$6.9K – 349
2024
Q3 		$6.9K Hold
65
– – ﹤0.01% 360
2024
Q2 		$6.8K Buy
+65
New +$6.79K ﹤0.01% 367

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

MFA Wealth Advisors's SUB Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 65 shares — an estimated $6.9K sold.

MFA Wealth Advisors first reported a position in SUB in Q2 2024 and held it in 2 quarters. The position peaked at $6.9K in Q3 2024. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • MFA Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 65 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $6.9K.
  • MFA Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $6.9K in Q3 2024.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.