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

Financial Life 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
2025
Q3 		– Sell
-2,425
Closed -$258K – 49
2025
Q2 		$258K Sell
2,425
-197
-8% -$20.8K 0.09% 43
2025
Q1 		$277K Sell
2,622
-3,093
-54% -$327K 0.1% 46
2024
Q4 		$603K Buy
5,715
+250
+5% +$26.4K 0.23% 29
2024
Q3 		$580K Sell
5,465
-323
-6% -$34.1K 0.22% 28
2024
Q2 		$605K Buy
5,788
+1,209
+26% +$126K 0.25% 31
2024
Q1 		$480K Buy
4,579
+125
+3% +$13.1K 0.2% 36
2023
Q4 		$470K Sell
4,454
-14,873
-77% -$1.55M 0.2% 38
2023
Q3 		$1.99M Sell
19,327
-2,180
-10% -$226K 0.86% 22
2023
Q2 		$2.24M Buy
21,507
+8,727
+68% +$908K 0.93% 22
2023
Q1 		$1.34M Buy
12,780
+691
+6% +$72.1K 0.58% 34
2022
Q4 		$1.26M Buy
+12,089
New +$1.25M 0.58% 39

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

Financial Life Advisors's SUB Position: Q3 2025 in Review

Financial Life Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 2,425 shares — an estimated $258K sold.

Financial Life Advisors first reported a position in SUB in Q4 2022 and held it in 11 quarters. The position peaked at $2.24M in Q2 2023. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Financial Life Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Life Advisors sold 2,425 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $258K.
  • Financial Life Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 11 quarters.
  • Financial Life Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.24M in Q2 2023.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Financial Life Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.