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Financial Counselors Inc’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Counselors Inc’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
-3,421
Closed -$361K – 464
2025
Q1 		$361K Buy
3,421
+69
+2% +$7.29K 0.01% 464
2024
Q4 		$354K Buy
3,352
+250
+8% +$26.4K 0.01% 465
2024
Q3 		$329K Buy
3,102
+865
+39% +$91.3K ﹤0.01% 495
2024
Q2 		$234K Buy
2,237
+293
+15% +$30.6K ﹤0.01% 521
2024
Q1 		$204K Sell
1,944
-972
-33% -$102K ﹤0.01% 557
2023
Q4 		$307K Sell
2,916
-4,061
-58% -$422K 0.01% 482
2023
Q3 		$718K Buy
+6,977
New +$724K 0.01% 348

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

Financial Counselors Inc's SUB Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 3,421 shares — an estimated $361K sold.

Financial Counselors Inc first reported a position in SUB in Q3 2023 and held it in 7 quarters. The position peaked at $718K in Q3 2023. 850 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 3,421 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $361K.
  • Financial Counselors Inc first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2023 and held it in 7 quarters.
  • Financial Counselors Inc's iShares Short-Term National Muni Bond ETF position peaked at $718K in Q3 2023.
  • 850 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.