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Abich Financial Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$1.07K Buy
+10
New +$1.07K ﹤0.01% 611
2024
Q3 		– Sell
-807
Closed -$84.4K – 792
2024
Q2 		$84.4K Buy
+807
New +$84.3K 0.06% 106

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Abich Financial Wealth Management's SUB Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025: 10 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SUB as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in SUB in Q2 2024 and has held it in 2 quarters since. The position peaked at $84.4K in Q2 2024. 832 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Abich Financial Wealth Management held 10 shares of iShares Short-Term National Muni Bond ETF worth $1.07K as of Q3 2025.
  • iShares Short-Term National Muni Bond ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #611 holding.
  • Abich Financial Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $84.4K in Q2 2024.
  • 832 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.