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Atria Wealth Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.59M Sell
14,979
-7,761
-34% -$820K 0.04% 479
2025
Q1 		$2.4M Sell
22,740
-36,601
-62% -$3.87M 0.03% 564
2024
Q4 		$6.26M Buy
59,341
+26,613
+81% +$2.81M 0.07% 293
2024
Q3 		$3.48M Buy
32,728
+1,991
+6% +$210K 0.04% 445
2024
Q2 		$3.21M Buy
30,737
+868
+3% +$90.7K 0.04% 465
2024
Q1 		$3.13M Sell
29,869
-5,175
-15% -$543K 0.04% 479
2023
Q4 		$3.69M Sell
35,044
-15,354
-30% -$1.6M 0.05% 395
2023
Q3 		$5.18M Sell
50,398
-1,004
-2% -$104K 0.07% 282
2023
Q2 		$5.35M Buy
51,402
+1,991
+4% +$207K 0.07% 268
2023
Q1 		$5.17M Sell
49,411
-8,167
-14% -$853K 0.08% 255
2022
Q4 		$6M Buy
57,578
+13,913
+32% +$1.44M 0.1% 223
2022
Q3 		$4.48M Buy
43,665
+8,913
+26% +$930K 0.08% 252
2022
Q2 		$3.64M Sell
34,752
-15,385
-31% -$1.6M 0.07% 297
2022
Q1 		$5.25M Buy
+50,137
New +$5.31M 0.09% 240

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Atria Wealth Solutions's SUB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 34% in Q2 2025, selling an estimated $820K and leaving 14,979 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #479.

Atria Wealth Solutions first reported a position in SUB in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.26M in Q4 2024. 850 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

  • Atria Wealth Solutions held 14,979 shares of iShares Short-Term National Muni Bond ETF worth $1.59M as of Q2 2025.
  • Atria Wealth Solutions sold 7,761 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $820K.
  • iShares Short-Term National Muni Bond ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #479 holding.
  • Atria Wealth Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Short-Term National Muni Bond ETF position peaked at $6.26M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.