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

Thrive 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
Q1 		– Sell
-18,170
Closed -$1.92M – 218
2023
Q4 		$1.92M Buy
+18,170
New +$1.89M 0.43% 29

Other funds holding SUB

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Thrive Wealth Management's SUB Position: Q1 2024 in Review

Thrive Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2024, closing a stake of 18,170 shares — an estimated $1.92M sold.

Thrive Wealth Management first reported a position in SUB in Q4 2023 and held it in 1 quarter. The position peaked at $1.92M in Q4 2023. 757 funds tracked by Wall St. Rank hold SUB as of Q1 2024.

  • Thrive Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 18,170 iShares Short-Term National Muni Bond ETF shares in Q1 2024, an estimated $1.92M.
  • Thrive Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 1 quarter.
  • Thrive Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $1.92M in Q4 2023.
  • 757 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2024.

Based on Thrive Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.