SevenBridge Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

SevenBridge Financial Group’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	-2,045	Closed	-$217K	–	228
2024 Q4	$217K	Hold	2,045	–	–	0.04%	210
2024 Q3	$216K	Hold	2,045	–	–	0.04%	208
2024 Q2	$216K	Hold	2,045	–	–	0.05%	193
2024 Q1	$214K	Buy	+2,045	New	+$215K	0.05%	188
2022 Q2	–	Sell	-2,903	Closed	-$304K	–	159
2022 Q1	$304K	Hold	2,903	–	–	0.11%	129
2021 Q4	$312K	Hold	2,903	–	–	0.09%	142
2021 Q3	$312K	Buy	+2,903	New	+$313K	0.1%	128

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

SevenBridge Financial Group's SUB Position: Q1 2025 in Review

SevenBridge Financial Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 2,045 shares — an estimated $217K sold.

SevenBridge Financial Group first reported a position in SUB in Q3 2021 and held it in 7 quarters. The position peaked at $312K in Q4 2021. 836 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

SevenBridge Financial Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
SevenBridge Financial Group sold 2,045 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $217K.
SevenBridge Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and held it in 7 quarters.
SevenBridge Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $312K in Q4 2021.
836 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on SevenBridge Financial Group's 13F filing for Q1 2025, filed 13 May 2025.