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

Pacific Capital 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	-118	Closed	-$12.4K	–	338
2024 Q4	$12.4K	Hold	118	–	–	﹤0.01%	254
2024 Q3	$12.5K	Sell	118 -502	-81%	-$53K	﹤0.01%	279
2024 Q2	$64.8K	Sell	620 -28	-4%	-$2.92K	0.01%	135
2024 Q1	$67.9K	Sell	648 -29	-4%	-$3.04K	0.02%	116
2023 Q4	$71.4K	Buy	+677	New	+$70.4K	0.02%	108
2023 Q2	–	Sell	-3,440	Closed	-$360K	–	83
2023 Q1	$360K	Sell	3,440 -167	-5%	-$17.4K	0.09%	62
2022 Q4	$376K	Sell	3,607 -48	-1%	-$4.97K	0.1%	65
2022 Q3	$375K	Buy	3,655 +1	+0%	+$104	0.1%	63
2022 Q2	$382K	Sell	3,654 -39	-1%	-$4.06K	0.11%	68
2022 Q1	$386K	Sell	3,693 -2,050	-36%	-$217K	0.11%	72
2021 Q4	$617K	Buy	5,743 +2,051	+56%	+$220K	0.18%	66
2021 Q3	$397K	Hold	3,692	–	–	0.13%	68
2021 Q2	$398K	Buy	3,692 +203	+6%	+$21.9K	0.2%	60
2021 Q1	$376K	Sell	3,489 -341	-9%	-$36.8K	0.21%	53
2020 Q4	$414K	Hold	3,830	–	–	0.24%	53
2020 Q3	$414K	Hold	3,830	–	–	0.25%	53
2020 Q2	$413K	Sell	3,830 -102	-3%	-$10.9K	0.28%	47
2020 Q1	$418K	Sell	3,932 -11,554	-75%	-$1.23M	0.32%	46
2019 Q4	$1.65M	Buy	+15,486	New	+$1.65M	1.1%	30

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pacific Capital Wealth Advisors's SUB Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 118 shares — an estimated $12.4K sold.

Pacific Capital Wealth Advisors first reported a position in SUB in Q4 2019 and held it in 19 quarters. The position peaked at $1.65M in Q4 2019. 834 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 118 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $12.4K.
Pacific Capital Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and held it in 19 quarters.
Pacific Capital Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.65M in Q4 2019.
834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.