SUB β€” iShares S-T National Muni

Ownership history in Kades & Cheifetz LLC  Β·  9 quarters on record

AI Ownership Summary

Kades & Cheifetz LLC reported iShares S-T National Muni (SUB) in 9 quarterly 13F filings from 2023 Q3 through 2024 Q4. Peak portfolio weight reached 1.89% in 2024 Q4. The latest visible filing shows SUB at 1.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kades & Cheifetz LLC's position in iShares S-T National Muni, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

SUB was reported at 1.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.89% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kades & Cheifetz LLC held SUB β€” position size vs. price
% of Fund (quarterly)    SUB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 35,024 +25,737 +277.1% 1.89% $3.7M 2025-02-14 (Est.) $103.08
2024 Q3 ADDED 9,287 +1,049 +12.7% 0.56% $986K 2024-10-02 $102.70
2024 Q2 ADDED 8,238 +743 +9.9% 0.54% $861K 2024-08-12 $101.59
2024 Q1 REDUCED 7,495 -1,453 -16.2% 0.50% $785K 2024-05-06 $100.25
2023 Q4 ADDED 8,948 +519 +6.2% 0.67% $943K 2024-01-30 $99.95
2023 Q3 ADDED 8,429 +160 +1.9% 0.69% $867K 2023-10-30 $97.61
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kades & Cheifetz LLC and SUB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kades & Cheifetz LLC reported owning SUB?

Kades & Cheifetz LLC reported SUB across 6 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

What was the largest reported SUB position in Kades & Cheifetz LLC's portfolio?

The largest reported portfolio weight for SUB was 1.89% in 2024 Q4.

What is the latest reported SUB position on this page?

The most recent filing on this page is 2024 Q4, when Kades & Cheifetz LLC reported 35,024 shares, equal to 1.89% of portfolio, with an estimated market value of $3.7M.

What does the chart on this SUB ownership page compare?

The chart compares Kades & Cheifetz LLC's quarterly SUB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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