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Mittelman Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mittelman Wealth Management’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
-34,902
Closed -$3.65M – 62
2024
Q2 		$3.65M Hold
34,902
– – 2.36% 9
2024
Q1 		$3.66M Buy
+34,902
New +$3.66M 2.48% 9

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

Mittelman Wealth Management's SUB Position: Q3 2024 in Review

Mittelman Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2024, closing a stake of 34,902 shares — an estimated $3.65M sold.

Mittelman Wealth Management first reported a position in SUB in Q1 2024 and held it in 2 quarters. The position peaked at $3.66M in Q1 2024. 765 funds tracked by Wall St. Rank hold SUB as of Q3 2024.

  • Mittelman Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 34,902 iShares Short-Term National Muni Bond ETF shares in Q3 2024, an estimated $3.65M.
  • Mittelman Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $3.66M in Q1 2024.
  • 765 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.