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Cheviot Value Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cheviot Value 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 		– Sell
-3
Closed -$320 – 452
2025
Q2 		$320 Hold
3
– – ﹤0.01% 400
2025
Q1 		$316 Buy
+3
New +$317 ﹤0.01% 422

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cheviot Value Management's SUB Position: Q3 2025 in Review

Cheviot Value Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 3 shares — an estimated $320 sold.

Cheviot Value Management first reported a position in SUB in Q1 2025 and held it in 2 quarters. The position peaked at $320 in Q2 2025. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Cheviot Value Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Cheviot Value Management sold 3 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $320.
  • Cheviot Value Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and held it in 2 quarters.
  • Cheviot Value Management's iShares Short-Term National Muni Bond ETF position peaked at $320 in Q2 2025.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Cheviot Value Management's 13F filing for Q3 2025, filed 31 Oct 2025.