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

Tyler-Stone 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
Q3 		– Sell
-69
Closed -$7.25K – 870
2024
Q2 		$7.25K Hold
69
– – ﹤0.01% 697
2024
Q1 		$7.23K Buy
+69
New +$7.25K ﹤0.01% 701

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 22.9% 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

Tyler-Stone Wealth Management's SUB Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2024, closing a stake of 69 shares — an estimated $7.25K sold.

Tyler-Stone Wealth Management first reported a position in SUB in Q1 2024 and held it in 2 quarters. The position peaked at $7.25K in Q2 2024. 765 funds tracked by Wall St. Rank hold SUB as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 69 iShares Short-Term National Muni Bond ETF shares in Q3 2024, an estimated $7.25K.
  • Tyler-Stone Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $7.25K in Q2 2024.
  • 765 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.