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

Accredited 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 		$234K Sell
52
-2,028
-98% -$217K 0.17% 62
2025
Q2 		$221K Buy
2,080
+325
+19% +$34.3K 0.18% 62
2025
Q1 		$185K Buy
1,755
+75
+4% +$7.93K 0.16% 58
2024
Q4 		$177K Buy
+1,680
New +$177K 0.16% 72

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 $235B AUM 32.99% 1-Year Est. Return

Accredited Wealth Management's SUB Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 98% in Q3 2025, selling an estimated $217K and leaving 52 shares worth $234K. The position accounts for 0.17% of the portfolio, ranked #62.

Accredited Wealth Management first reported a position in SUB in Q4 2024 and has held it in 4 quarters since. 831 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Accredited Wealth Management held 52 shares of iShares Short-Term National Muni Bond ETF worth $234K as of Q3 2025.
  • Accredited Wealth Management sold 2,028 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $217K.
  • iShares Short-Term National Muni Bond ETF made up 0.17% of Accredited Wealth Management's portfolio in Q3 2025, its #62 holding.
  • Accredited Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.