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

Simplicity Wealth’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
-3,130
Closed -$332K – 490
2024
Q3 		$332K Sell
3,130
-5,471
-64% -$577K 0.03% 377
2024
Q2 		$899K Buy
8,601
+1,689
+24% +$176K 0.02% 567
2024
Q1 		$724K Buy
+6,912
New +$726K 0.02% 617
2022
Q1 		– Sell
-5,065
Closed -$544K – 71
2021
Q4 		$544K Buy
+5,065
New +$544K 0.29% 46

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Simplicity Wealth's SUB Position: Q4 2024 in Review

Simplicity Wealth sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 3,130 shares — an estimated $332K sold.

Simplicity Wealth first reported a position in SUB in Q4 2021 and held it in 4 quarters. The position peaked at $899K in Q2 2024. 834 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

  • Simplicity Wealth reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,130 iShares Short-Term National Muni Bond ETF shares in Q4 2024, an estimated $332K.
  • Simplicity Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 4 quarters.
  • Simplicity Wealth's iShares Short-Term National Muni Bond ETF position peaked at $899K in Q2 2024.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Simplicity Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.