A detailed history of Clearstead Advisors, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Clearstead Advisors, LLC holds 32,347 shares of SUB stock, worth $3.45 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
32,347
Previous 31,774 1.8%
Holding current value
$3.45 Million
Previous $3.38 Million 2.25%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$106.17 - $107.3 $60,835 - $61,482
573 Added 1.8%
32,347 $3.45 Million
Q2 2025

Aug 08, 2025

BUY
$104.77 - $106.34 $243,275 - $246,921
2,322 Added 7.88%
31,774 $3.38 Million
Q1 2025

May 13, 2025

BUY
$105.3 - $106.24 $472,059 - $476,273
4,483 Added 17.95%
29,452 $3.11 Million
Q4 2024

Feb 10, 2025

BUY
$104.94 - $106.2 $2.12 Million - $2.15 Million
20,201 Added 423.68%
24,969 $2.63 Million
Q3 2024

Nov 13, 2024

BUY
$104.3 - $106.3 $156,450 - $159,450
1,500 Added 45.9%
4,768 $506,000
Q1 2024

May 14, 2024

SELL
$104.73 - $105.42 $59,905 - $60,300
-572 Reduced 14.9%
3,268 $342,000
Q4 2023

Feb 12, 2024

SELL
$102.62 - $105.46 $481,287 - $494,607
-4,690 Reduced 54.98%
3,840 $404,000
Q3 2023

Nov 13, 2023

SELL
$102.82 - $104.26 $167,390 - $169,735
-1,628 Reduced 16.03%
8,530 $877,000
Q3 2023

Nov 07, 2023

BUY
$102.82 - $104.26 $1.04 Million - $1.06 Million
10,158 New
10,158 $1.04 Million

Others Institutions Holding SUB

About ISHARES SHORT-TERM NATIONAL MU


  • Ticker SUB
  • Sector ETFs
  • Industry ETFs
More about SUB
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.