Garden State Investment Advisory Services’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Garden State Investment 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
2025 Q3	–	Sell	-2,517	Closed	-$268K	–	348
2025 Q2	$268K	Sell	2,517 -1,131	-31%	-$119K	0.07%	237
2025 Q1	$386K	Buy	3,648 +11	+0.3%	+$1.16K	0.12%	152
2024 Q4	$384K	Buy	3,637 +81	+2%	+$8.55K	0.11%	150
2024 Q3	$378K	Buy	3,556 +21	+0.6%	+$2.22K	0.12%	146
2024 Q2	$370K	Sell	3,535 -450	-11%	-$47K	0.13%	139
2024 Q1	$418K	Sell	3,985 -111	-3%	-$11.7K	0.15%	131
2023 Q4	$432K	Sell	4,096 -604	-13%	-$62.8K	0.17%	120
2023 Q3	$484K	Sell	4,700 -3,062	-39%	-$318K	0.22%	94
2023 Q2	$808K	Buy	7,762 +116	+2%	+$12.1K	0.32%	67
2023 Q1	$801K	Buy	7,646 +2,338	+44%	+$244K	0.35%	55
2022 Q4	$554K	Buy	+5,308	New	+$549K	0.33%	68

Other funds holding SUB

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Garden State Investment Advisory Services's SUB Position: Q3 2025 in Review

Garden State Investment Advisory Services sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 2,517 shares — an estimated $268K sold.

Garden State Investment Advisory Services first reported a position in SUB in Q4 2022 and held it in 11 quarters. The position peaked at $808K in Q2 2023. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

Garden State Investment Advisory Services reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 2,517 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $268K.
Garden State Investment Advisory Services first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 11 quarters.
Garden State Investment Advisory Services's iShares Short-Term National Muni Bond ETF position peaked at $808K in Q2 2023.
834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.