UWS
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Unique Wealth Strategies’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Unique Wealth Strategies’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
-100
Closed -$10.5K – 607
2024
Q2 		$10.5K Buy
+100
New +$10.4K ﹤0.01% 312

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.66T 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Unique Wealth Strategies's SUB Position: Q3 2024 in Review

Unique Wealth Strategies sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2024, closing a stake of 100 shares — an estimated $10.5K sold.

Unique Wealth Strategies first reported a position in SUB in Q2 2024 and held it in 1 quarter. The position peaked at $10.5K in Q2 2024. 762 funds tracked by Wall St. Rank hold SUB as of Q3 2024.

  • Unique Wealth Strategies reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 100 iShares Short-Term National Muni Bond ETF shares in Q3 2024, an estimated $10.5K.
  • Unique Wealth Strategies first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's iShares Short-Term National Muni Bond ETF position peaked at $10.5K in Q2 2024.
  • 762 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.