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

New Wave 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
2025
Q1 		– Sell
-144
Closed -$15.2K – 609
2024
Q4 		$15.2K Buy
+144
New +$15.2K 0.01% 295

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New Wave Wealth Advisors's SUB Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 144 shares — an estimated $15.2K sold.

New Wave Wealth Advisors first reported a position in SUB in Q4 2024 and held it in 1 quarter. The position peaked at $15.2K in Q4 2024. 833 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 144 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $15.2K.
  • New Wave Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $15.2K in Q4 2024.
  • 833 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.