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

Regal 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	-3,503	Closed	-$372K	–	514
2024 Q3	$372K	Sell	3,503 -142	-4%	-$15K	0.03%	402
2024 Q2	$381K	Sell	3,645 -562	-13%	-$58.7K	0.02%	404
2024 Q1	$441K	Sell	4,207 -5,403	-56%	-$567K	0.03%	381
2023 Q4	$1.01M	Sell	9,610 -1,683	-15%	-$175K	0.08%	224
2023 Q3	$1.16M	Buy	11,293 +1,954	+21%	+$203K	0.1%	196
2023 Q2	$972K	Sell	9,339 -1,015	-10%	-$106K	0.08%	207
2023 Q1	$1.08M	Buy	10,354 +2,992	+41%	+$312K	0.1%	191
2022 Q4	$768K	Buy	7,362 +4,337	+143%	+$449K	0.07%	215
2022 Q3	$311K	Buy	+3,025	New	+$316K	0.03%	356

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 22.9% 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

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

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

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

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

Regal Investment Advisors's SUB Position: Q4 2024 in Review

Regal Investment Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 3,503 shares — an estimated $372K sold.

Regal Investment Advisors first reported a position in SUB in Q3 2022 and held it in 9 quarters. The position peaked at $1.16M in Q3 2023. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

Regal Investment Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Regal Investment Advisors sold 3,503 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $372K.
Regal Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and held it in 9 quarters.
Regal Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $1.16M in Q3 2023.
834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

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