Avantax Advisory Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Avantax Advisory Services’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	$1.48M	Sell	13,949 -1,194	-8%	-$126K	0.01%	944
2025 Q1	$1.6M	Sell	15,143 -3,115	-17%	-$329K	0.01%	860
2024 Q4	$1.93M	Buy	18,258 +4,388	+32%	+$463K	0.01%	725
2024 Q3	$1.47M	Sell	13,870 -466	-3%	-$49.2K	0.01%	825
2024 Q2	$1.5M	Buy	14,336 +4,544	+46%	+$475K	0.01%	781
2024 Q1	$1.03M	Sell	9,792 -4,054	-29%	-$426K	0.01%	735
2023 Q4	$1.46M	Sell	13,846 -11,634	-46%	-$1.21M	0.01%	597
2023 Q3	$2.62M	Buy	25,480 +4,465	+21%	+$463K	0.03%	389
2023 Q2	$2.19M	Sell	21,015 -21,710	-51%	-$2.26M	0.03%	432
2023 Q1	$4.47M	Buy	42,725 +10,213	+31%	+$1.07M	0.05%	266
2022 Q4	$3.39M	Buy	32,512 +18,898	+139%	+$1.96M	0.05%	299
2022 Q3	$1.4M	Buy	13,614 +7,959	+141%	+$831K	0.02%	463
2022 Q2	$592K	Buy	5,655 +2,114	+60%	+$220K	0.01%	715
2022 Q1	$371K	Sell	3,541 -8,710	-71%	-$922K	0.01%	905
2021 Q4	$1.31M	Buy	12,251 +7,065	+136%	+$759K	0.02%	451
2021 Q3	$558K	Buy	5,186 +978	+23%	+$105K	0.01%	685
2021 Q2	$454K	Buy	4,208 +2,086	+98%	+$225K	0.01%	736
2021 Q1	$230K	Buy	+2,122	New	+$229K	﹤0.01%	913
2020 Q4	–	Sell	-4,388	Closed	-$475K	–	1318
2020 Q3	$475K	Buy	+4,388	New	+$474K	0.01%	809

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Avantax Advisory Services's SUB Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.9% in Q2 2025, selling an estimated $126K and leaving 13,949 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #944.

Avantax Advisory Services first reported a position in SUB in Q3 2020 and has held it in 19 quarters since. The position peaked at $4.47M in Q1 2023. 848 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

Avantax Advisory Services held 13,949 shares of iShares Short-Term National Muni Bond ETF worth $1.48M as of Q2 2025.
Avantax Advisory Services sold 1,194 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $126K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #944 holding.
Avantax Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 19 quarters since.
Avantax Advisory Services's iShares Short-Term National Muni Bond ETF position peaked at $4.47M in Q1 2023.
848 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.