Aspiriant LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Aspiriant LLC’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	–	Sell	-2,148	Closed	-$228K	–	319
2025 Q2	$228K	Hold	2,148	–	–	0.01%	290
2025 Q1	$227K	Hold	2,148	–	–	0.01%	275
2024 Q4	$227K	Buy	+2,148	New	+$227K	0.01%	268
2016 Q2	–	Sell	-16,286	Closed	-$1.73M	–	190
2016 Q1	$1.73M	Sell	16,286 -1,464	-8%	-$156K	0.17%	76
2015 Q4	$1.88M	Sell	17,750 -49,114	-73%	-$5.2M	0.21%	34
2015 Q3	$7.07M	Buy	66,864 +17,750	+36%	+$1.88M	0.59%	24
2015 Q2	$5.19M	Buy	49,114 +24,557	+100%	+$2.59M	0.51%	18
2015 Q1	$2.6M	Sell	24,557 -4,436	-15%	-$470K	0.34%	25
2014 Q4	$3.07M	Buy	28,993 +18,820	+185%	+$2M	0.41%	23
2014 Q3	$1.08M	Hold	10,173	–	–	0.15%	33
2014 Q2	$1.08M	Sell	10,173 -256	-2%	-$27.2K	0.15%	41
2014 Q1	$1.11M	Buy	10,429 +2,111	+25%	+$224K	0.16%	44
2013 Q4	$883K	Buy	8,318 +1	+0%	+$106	0.14%	43
2013 Q3	$883K	Buy	8,317 +255	+3%	+$26.9K	0.16%	28
2013 Q2	$849K	Buy	+8,062	New	+$855K	0.13%	37

Other funds holding SUB

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aspiriant LLC's SUB Position: Q3 2025 in Review

Aspiriant LLC sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 2,148 shares — an estimated $228K sold.

Aspiriant LLC first reported a position in SUB in Q2 2013 and held it in 15 quarters. The position peaked at $7.07M in Q3 2015. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

Aspiriant LLC reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Aspiriant LLC sold 2,148 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $228K.
Aspiriant LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2013 and held it in 15 quarters.
Aspiriant LLC's iShares Short-Term National Muni Bond ETF position peaked at $7.07M in Q3 2015.
834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Aspiriant LLC's 13F filing for Q3 2025, filed 24 Oct 2025.