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

Sugarloaf Wealth 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
2024 Q4	$13.6K	Hold	129	–	–	﹤0.01%	453
2024 Q3	$13.7K	Sell	129 -6	-4%	-$633	﹤0.01%	462
2024 Q2	$14.1K	Buy	+135	New	+$14.1K	﹤0.01%	446
2022 Q4	–	Sell	-459	Closed	-$48K	–	857
2022 Q3	$48K	Hold	459	–	–	0.01%	292
2022 Q2	$48K	Hold	459	–	–	0.01%	292
2022 Q1	$48K	Hold	459	–	–	0.01%	287
2021 Q4	$49K	Hold	459	–	–	0.01%	298
2021 Q3	$49K	Hold	459	–	–	0.01%	269
2021 Q2	$49K	Buy	459 +431	+1,539%	+$46.5K	0.01%	269
2021 Q1	$49	Sell	28 -1,458	-98%	-$157K	0.01%	273
2020 Q4	$161K	Buy	1,486 +777	+110%	+$83.8K	0.05%	128
2020 Q3	$161K	Sell	709 -709	-50%	-$76.7K	0.06%	124
2020 Q2	$151K	Hold	1,418	–	–	0.06%	129
2020 Q1	$151K	Buy	1,418 +709	+100%	+$75.4K	0.07%	121
2019 Q4	$76K	Buy	+709	New	+$75.6K	0.03%	209

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

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

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

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

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

Sugarloaf Wealth Management's SUB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q4 2024 at 129 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Sugarloaf Wealth Management first reported a position in SUB in Q4 2019 and has held it in 15 quarters since. The position peaked at $161K in Q4 2020. 830 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

Sugarloaf Wealth Management held 129 shares of iShares Short-Term National Muni Bond ETF worth $13.6K as of Q4 2024.
Sugarloaf Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q4 2024.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #453 holding.
Sugarloaf Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 15 quarters since.
Sugarloaf Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $161K in Q4 2020.
830 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.