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EWA LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

EWA LLC’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
-2,121
Closed -$226K – 244
2025
Q2 		$226K Buy
+2,121
New +$224K 0.07% 166
2024
Q1 		– Sell
-2,729
Closed -$286K – 163
2023
Q4 		$286K Buy
2,729
+25
+0.9% +$2.6K 0.14% 67
2023
Q3 		$281K Sell
2,704
-5
-0.2% -$519 0.18% 57
2023
Q2 		$282K Buy
2,709
+4
+0.1% +$416 0.19% 46
2023
Q1 		$282K Buy
+2,705
New +$282K 0.21% 40

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

EWA LLC's SUB Position: Q3 2025 in Review

EWA LLC sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 2,121 shares — an estimated $226K sold.

EWA LLC first reported a position in SUB in Q1 2023 and held it in 5 quarters. The position peaked at $286K in Q4 2023. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • EWA LLC reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • EWA LLC sold 2,121 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $226K.
  • EWA LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and held it in 5 quarters.
  • EWA LLC's iShares Short-Term National Muni Bond ETF position peaked at $286K in Q4 2023.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on EWA LLC's 13F filing for Q3 2025, filed 31 Oct 2025.