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

Opal 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	-5,767	Closed	-$608K	–	536
2024 Q4	$608K	Buy	5,767 +3,417	+145%	+$361K	0.18%	79
2024 Q3	$250K	Hold	2,350	–	–	0.08%	153
2024 Q2	$246K	Hold	2,350	–	–	0.08%	143
2024 Q1	$246K	Hold	2,350	–	–	0.08%	147
2023 Q4	$248K	Hold	2,350	–	–	0.1%	145
2023 Q3	$242K	Sell	2,350 -472	-17%	-$49K	0.14%	125
2023 Q2	$294K	Buy	2,822 +66	+2%	+$6.87K	0.15%	96
2023 Q1	$288K	Sell	2,756 -5,773	-68%	-$603K	0.17%	76
2022 Q4	$889K	Buy	+8,529	New	+$883K	0.49%	30
2022 Q1	–	Sell	-15,064	Closed	-$1.62M	–	130
2021 Q4	$1.62M	Buy	+15,064	New	+$1.62M	1.02%	17

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Opal Wealth Advisors's SUB Position: Q1 2025 in Review

Opal Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 5,767 shares — an estimated $608K sold.

Opal Wealth Advisors first reported a position in SUB in Q4 2021 and held it in 10 quarters. The position peaked at $1.62M in Q4 2021. 836 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

Opal Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Opal Wealth Advisors sold 5,767 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $608K.
Opal Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 10 quarters.
Opal Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.62M in Q4 2021.
836 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on Opal Wealth Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.