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Binnacle Investments’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Binnacle Investments’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 		$38.9K Hold
364
– – 0.02% 168
2025
Q2 		$38.7K Buy
364
+170
+88% +$18K 0.03% 157
2025
Q1 		$20.5K Buy
+194
New +$20.5K 0.01% 205

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

Binnacle Investments's SUB Position: Q3 2025 in Review

Binnacle Investments held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q3 2025 at 364 shares worth $38.9K. The position accounts for 0.02% of the portfolio, ranked #168.

Binnacle Investments first reported a position in SUB in Q1 2025 and has held it in 3 quarters since. 831 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Binnacle Investments held 364 shares of iShares Short-Term National Muni Bond ETF worth $38.9K as of Q3 2025.
  • Binnacle Investments left its iShares Short-Term National Muni Bond ETF share count unchanged in Q3 2025.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Binnacle Investments's portfolio in Q3 2025, its #168 holding.
  • Binnacle Investments first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.