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Summit X LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Summit X LLC’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
-2,497
Closed -$263K – 247
2024
Q4 		$263K Sell
2,497
-352
-12% -$37.2K 0.06% 184
2024
Q3 		$298K Sell
2,849
-119
-4% -$12.6K 0.07% 163
2024
Q2 		$310K Sell
2,968
-19
-0.6% -$1.99K 0.07% 171
2024
Q1 		$313K Sell
2,987
-680
-19% -$71.4K 0.08% 151
2023
Q4 		$390K Sell
3,667
-3,436
-48% -$357K 0.11% 125
2023
Q3 		$731K Buy
7,103
+952
+15% +$98.7K 0.23% 84
2023
Q2 		$640K Buy
6,151
+810
+15% +$84.3K 0.16% 133
2023
Q1 		$559K Buy
+5,341
New +$558K 0.14% 143

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit X LLC's SUB Position: Q1 2025 in Review

Summit X LLC sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 2,497 shares — an estimated $263K sold.

Summit X LLC first reported a position in SUB in Q1 2023 and held it in 8 quarters. The position peaked at $731K in Q3 2023. 836 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

  • Summit X LLC reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Summit X LLC sold 2,497 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $263K.
  • Summit X LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and held it in 8 quarters.
  • Summit X LLC's iShares Short-Term National Muni Bond ETF position peaked at $731K in Q3 2023.
  • 836 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on Summit X LLC's 13F filing for Q1 2025, filed 2 May 2025.