FSC Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

FSC Wealth 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 Q2	–	Sell	-799	Closed	-$84.4K	–	221
2025 Q1	$84.4K	Buy	799 +3	+0.4%	+$317	0.06%	87
2024 Q4	$83.9K	Buy	796 +6	+0.8%	+$634	0.05%	91
2024 Q3	$83.9K	Buy	790 +4	+0.5%	+$422	0.06%	89
2024 Q2	$82.2K	Buy	786 +4	+0.5%	+$418	0.06%	83
2024 Q1	$81.9K	Buy	782 +3	+0.4%	+$315	0.06%	74
2023 Q4	$82.2K	Buy	779 +5	+0.6%	+$520	0.06%	77
2023 Q3	$79.7K	Buy	774 +3	+0.4%	+$311	0.08%	54
2023 Q2	$80.2K	Buy	+771	New	+$80.2K	0.07%	54

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

FSC Wealth Advisors's SUB Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 799 shares — an estimated $84.4K sold.

FSC Wealth Advisors first reported a position in SUB in Q2 2023 and held it in 8 quarters. The position peaked at $84.4K in Q1 2025. 850 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

FSC Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 799 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $84.4K.
FSC Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and held it in 8 quarters.
FSC Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $84.4K in Q1 2025.
850 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.