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Moneta Group Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Moneta Group Investment 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
-3,811
Closed -$405K – 695
2024
Q3 		$405K Buy
+3,811
New +$402K 0.01% 450

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Moneta Group Investment Advisors's SUB Position: Q4 2024 in Review

Moneta Group Investment Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 3,811 shares — an estimated $405K sold.

Moneta Group Investment Advisors first reported a position in SUB in Q3 2024 and held it in 1 quarter. The position peaked at $405K in Q3 2024. 830 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • Moneta Group Investment Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,811 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $405K.
  • Moneta Group Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $405K in Q3 2024.
  • 830 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.