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FF Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

FF Advisors’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
2026
Q1 		$697K Buy
6,535
+1,623
+33% +$174K 0.28% 63
2025
Q4 		$524K Hold
4,912
– – 0.23% 67
2025
Q3 		$525K Sell
4,912
-1,470
-23% -$157K 0.25% 62
2025
Q2 		$679K Buy
6,382
+4
+0.1% +$423 0.35% 57
2025
Q1 		$673K Sell
6,378
-604
-9% -$63.8K 0.39% 51
2024
Q4 		$737K Hold
6,982
– – 0.51% 50
2024
Q3 		$739K Sell
6,982
-670
-9% -$70.7K 0.48% 48
2024
Q2 		$800K Buy
7,652
+74
+1% +$7.73K 0.56% 45
2024
Q1 		$794K Sell
7,578
-992
-12% -$104K 0.55% 46
2023
Q4 		$904K Buy
+8,570
New +$891K 0.75% 39

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return