First Command Advisory Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

First Command Advisory Services’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
2024 Q4	–	Sell	-1	Closed	-$106	–	475
2024 Q3	$106	Buy	+1	New	+$106	﹤0.01%	455

Other funds holding SUB

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

First Command Advisory Services's SUB Position: Q4 2024 in Review

First Command Advisory Services sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2024, closing a stake of 1 share — an estimated $106 sold.

First Command Advisory Services first reported a position in SUB in Q3 2024 and held it in 1 quarter. The position peaked at $106 in Q3 2024. 830 funds tracked by Wall St. Rank hold SUB as of Q4 2024.

First Command Advisory Services reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
First Command Advisory Services sold 1 iShares Short-Term National Muni Bond ETF share in Q4 2024, an estimated $106.
First Command Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and held it in 1 quarter.
First Command Advisory Services's iShares Short-Term National Muni Bond ETF position peaked at $106 in Q3 2024.
830 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2024.

Based on First Command Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.