Certus Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Certus Wealth 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 Q3	$860K	Sell	8,050 -2,688	-25%	-$287K	0.51%	37
2025 Q2	$1.14M	Hold	10,738	–	–	0.74%	32
2025 Q1	$1.13M	Buy	10,738 +15	+0.1%	+$1.59K	0.77%	31
2024 Q4	$1.14M	Sell	10,723 -1,284	-11%	-$136K	0.76%	29
2024 Q3	$1.28M	Sell	12,007 -1,145	-9%	-$121K	0.89%	23
2024 Q2	$1.38M	Sell	13,152 -6,173	-32%	-$645K	1.04%	23
2024 Q1	$2.02M	Buy	19,325 +6,029	+45%	+$633K	1.61%	18
2023 Q4	$1.4M	Buy	13,296 +2,517	+23%	+$262K	1.19%	21
2023 Q3	$1.11M	Buy	10,779 +3,390	+46%	+$352K	1.06%	24
2023 Q2	$769K	Buy	+7,389	New	+$769K	0.76%	35

Other funds holding SUB

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Certus Wealth Management's SUB Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 25% in Q3 2025, selling an estimated $287K and leaving 8,050 shares worth $860K. The position accounts for 0.51% of the portfolio, ranked #37.

Certus Wealth Management first reported a position in SUB in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.02M in Q1 2024. 832 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

Certus Wealth Management held 8,050 shares of iShares Short-Term National Muni Bond ETF worth $860K as of Q3 2025.
Certus Wealth Management sold 2,688 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $287K.
iShares Short-Term National Muni Bond ETF made up 0.51% of Certus Wealth Management's portfolio in Q3 2025, its #37 holding.
Certus Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $2.02M in Q1 2024.
832 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.