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Gen-Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Gen-Wealth Partners’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
-881
Closed -$93.7K – 713
2025
Q2 		$93.7K Buy
881
+144
+20% +$15.2K 0.04% 291
2025
Q1 		$77.9K Buy
737
+157
+27% +$16.6K 0.03% 299
2024
Q4 		$61.2K Sell
580
-50
-8% -$5.28K 0.03% 350
2024
Q3 		$66.5K Sell
630
-30
-5% -$3.17K 0.03% 357
2024
Q2 		$69K Hold
660
– – 0.03% 341
2024
Q1 		$69.1K Buy
+660
New +$69.3K 0.03% 347

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

Gen-Wealth Partners's SUB Position: Q3 2025 in Review

Gen-Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 881 shares — an estimated $93.7K sold.

Gen-Wealth Partners first reported a position in SUB in Q1 2024 and held it in 6 quarters. The position peaked at $93.7K in Q2 2025. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Gen-Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 881 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $93.7K.
  • Gen-Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $93.7K in Q2 2025.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.