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Rappaport Reiches Capital Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Rappaport Reiches Capital 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
2025
Q1 		– Sell
-3,884
Closed -$410K – 128
2024
Q4 		$410K Hold
3,884
– – 0.11% 66
2024
Q3 		$412K Buy
+3,884
New +$410K 0.11% 69

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

Rappaport Reiches Capital Management's SUB Position: Q1 2025 in Review

Rappaport Reiches Capital Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 3,884 shares — an estimated $410K sold.

Rappaport Reiches Capital Management first reported a position in SUB in Q3 2024 and held it in 2 quarters. The position peaked at $412K in Q3 2024. 833 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

  • Rappaport Reiches Capital Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Rappaport Reiches Capital Management sold 3,884 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $410K.
  • Rappaport Reiches Capital Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and held it in 2 quarters.
  • Rappaport Reiches Capital Management's iShares Short-Term National Muni Bond ETF position peaked at $412K in Q3 2024.
  • 833 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.