Dakota Wealth Management

Position in SUB — iShares Short-Term National Muni Bond ETF

CIK 1631353 PALM BEACH GARDENS, FL

Back to SUB Full portfolio

All Filings in SUB

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SUB	$15,742,830	147,820	+2.2%	Shares	Sole	2026-08-26
2025-12-31 SUB	$15,432,341	144,633	+24.4%	Shares	Sole	2026-08-26
2025-09-30 SUB	$12,411,680	116,236	+69.3%	Shares	Sole	2026-08-26
2023-03-31 SUB	$7,187,538	68,662	+3.2%	Shares	Sole	2023-04-14
2022-12-31 SUB	$6,937,083	66,530	+89.0%	Shares	Sole	2023-02-08
2022-09-30 SUB	$3,614,350	35,207	+57.8%	Shares	Sole	2022-11-10
2022-06-30 SUB	$2,335,291	22,311	-9.3%	Shares	Sole	2022-08-05
2022-03-31 SUB	$2,572,950	24,598	+29.9%	Shares	Other	2022-05-13
2021-12-31 SUB	$2,032,835	18,933	-1.7%	Shares	Other	2022-02-10
2021-09-30 SUB	$2,070,829	19,251	+26.7%	Shares	Sole	2021-11-15
2021-06-30 SUB	$1,637,785	15,190	+3.5%	Shares	Other	2021-08-02
2021-03-31 SUB	$1,583,012	14,682	-16.1%	Shares	Sole	2021-05-10
2020-12-31 SUB	$1,891,275	17,494	-39.3%	Shares	Other	2021-02-12
2020-09-30 SUB	$3,117,279	28,837	-6.4%	Shares	Other	2020-11-04
2020-06-30 SUB	$3,321,656	30,796	+8.3%	Shares	Other	2020-08-07
2020-03-31 SUB	$3,023,490	28,443	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.