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

Dopkins 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
Q2 		– Sell
-2,011
Closed -$212K – 87
2025
Q1 		$212K Sell
2,011
-473
-19% -$50K 0.11% 77
2024
Q4 		$262K Hold
2,484
– – 0.13% 68
2024
Q3 		$264K Hold
2,484
– – 0.21% 49
2024
Q2 		$260K Hold
2,484
– – 0.16% 64
2024
Q1 		$260K Buy
+2,484
New +$261K 0.16% 63

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dopkins Wealth Management's SUB Position: Q2 2025 in Review

Dopkins Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 2,011 shares — an estimated $212K sold.

Dopkins Wealth Management first reported a position in SUB in Q1 2024 and held it in 5 quarters. The position peaked at $264K in Q3 2024. 850 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

  • Dopkins Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Dopkins Wealth Management sold 2,011 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $212K.
  • Dopkins Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and held it in 5 quarters.
  • Dopkins Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $264K in Q3 2024.
  • 850 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Dopkins Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.