Berkshire Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Berkshire Asset 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 Q4	–	Sell	-4,524	Closed	-$483K	–	303
2025 Q3	$483K	Hold	4,524	–	–	0.02%	197
2025 Q2	$481K	Hold	4,524	–	–	0.02%	190
2025 Q1	$477K	Hold	4,524	–	–	0.02%	190
2024 Q4	$478K	Hold	4,524	–	–	0.02%	195
2024 Q3	$473K	Hold	4,524	–	–	0.02%	186
2024 Q2	$473K	Buy	+4,524	New	+$473K	0.02%	187

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

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

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

Berkshire Asset Management's SUB Position: Q4 2025 in Review

Berkshire Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025, closing a stake of 4,524 shares — an estimated $483K sold.

Berkshire Asset Management first reported a position in SUB in Q2 2024 and held it in 6 quarters. The position peaked at $483K in Q3 2025. 865 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

Berkshire Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Berkshire Asset Management sold 4,524 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $483K.
Berkshire Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and held it in 6 quarters.
Berkshire Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $483K in Q3 2025.
865 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.