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Financial Partners Group (Tennessee)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Partners Group (Tennessee)’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 		$350K Buy
+3,290
New +$348K 0.13% 75

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Partners Group (Tennessee)'s SUB Position: Q2 2025 in Review

Financial Partners Group (Tennessee) opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025: 3,290 shares worth $350K. The stake represents 0.13% of the portfolio and ranks #75 among its holdings.

848 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

  • Financial Partners Group (Tennessee) held 3,290 shares of iShares Short-Term National Muni Bond ETF worth $350K as of Q2 2025.
  • iShares Short-Term National Muni Bond ETF was a new Financial Partners Group (Tennessee) position in Q2 2025.
  • iShares Short-Term National Muni Bond ETF made up 0.13% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #75 holding.
  • 848 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.