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SUBSUB
Showing 7 of 27 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in ISHARES SHORT-TERM NATIONAL

Beacon Pointe Advisors, LLC holds 385,215 shares of SUB (ISHARES SHORT-TERM NATIONAL), worth $41M as of 2026-Q1. The position was increased (+11.7% shares). SUB represents 0.2% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$41M

Current Shares

385,215

Total Value Change

+$22.4M

Total Shares Change

+209,691

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
385,215
+11.7%
$41M0.2%$105.37
39
2025-Q4
Increased
344,839
+0.9%
$36.8M0.3%$105.12
35
2025-Q3
Increased
341,693
+14.3%
$36.5M0.3%$104.31
40
2025-Q2
Increased
298,896
+8.5%
$31.8M0.3%$103.24
37
2025-Q1
Increased
275,495
+61.7%
$29.1M0.3%$101.93
50
2024-Q4
Decreased
170,385
-2.9%
$18M0.2%$101.43
0
2024-Q3
Decreased
175,524
-5.4%
$18.6M0.2%$101.36
0

Other major holders of SUB: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, Bank of New York Mellon Corp

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