Financial Advocates Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Advocates Investment 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	-6,400	Closed	-$819K	–	767
2025 Q1	$819K	Buy	+6,400	New	+$677K	0.06%	324
2024 Q2	–	Sell	-2,812	Closed	-$269K	–	820
2024 Q1	$269K	Buy	+2,812	New	+$295K	0.02%	625
2023 Q4	–	Sell	-6,353	Closed	-$742K	–	780
2023 Q3	$742K	Buy	6,353 +3,569	+128%	+$370K	0.05%	328
2023 Q2	$290K	Sell	2,784 -709	-20%	-$73.8K	0.02%	531
2023 Q1	$366K	Sell	3,493 -4,968	-59%	-$519K	0.03%	497
2022 Q4	$1.09M	Buy	+8,461	New	+$876K	0.08%	266
2022 Q3	–	Sell	-4,608	Closed	-$482K	–	831
2022 Q2	$482K	Sell	4,608 -1,536	-25%	-$160K	0.04%	403
2022 Q1	$643K	Sell	6,144 -123	-2%	-$13K	0.04%	394
2021 Q4	$673K	Sell	6,267 -117	-2%	-$12.6K	0.04%	417
2021 Q3	$687K	Buy	6,384 +2,341	+58%	+$252K	0.05%	396
2021 Q2	$436K	Buy	+4,043	New	+$436K	0.03%	507
2021 Q1	–	Sell	-3,680	Closed	-$264K	–	799
2020 Q4	$264K	Buy	+3,680	New	+$397K	0.02%	600

Other funds holding SUB

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Financial Advocates Investment Management's SUB Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 6,400 shares — an estimated $819K sold.

Financial Advocates Investment Management first reported a position in SUB in Q4 2020 and held it in 12 quarters. The position peaked at $1.09M in Q4 2022. 848 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

Financial Advocates Investment Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 6,400 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $819K.
Financial Advocates Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 12 quarters.
Financial Advocates Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $1.09M in Q4 2022.
848 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.