GPS Wealth Strategies Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-731	Closed	-$78.1K	–	1457
2025 Q3	$78.1K	Sell	731 -429	-37%	-$45.8K	0.01%	561
2025 Q2	$123K	Hold	1,160	–	–	0.01%	415
2025 Q1	$122K	Hold	1,160	–	–	0.02%	405
2024 Q4	$122K	Hold	1,160	–	–	0.02%	387
2024 Q3	$123K	Hold	1,160	–	–	0.02%	394
2024 Q2	$121K	Sell	1,160 -216	-16%	-$22.6K	0.02%	359
2024 Q1	$144K	Sell	1,376 -2,403	-64%	-$252K	0.02%	303
2023 Q4	$398K	Buy	3,779 +12	+0.3%	+$1.25K	0.07%	173
2023 Q3	$388K	Sell	3,767 -183	-5%	-$19K	0.07%	168
2023 Q2	$411K	Buy	3,950 +351	+10%	+$36.5K	0.08%	165
2023 Q1	$377K	Buy	+3,599	New	+$376K	0.08%	167

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

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

GPS Wealth Strategies Group's SUB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025, closing a stake of 731 shares — an estimated $78.1K sold.

GPS Wealth Strategies Group first reported a position in SUB in Q1 2023 and held it in 11 quarters. The position peaked at $411K in Q2 2023. 865 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 731 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $78.1K.
GPS Wealth Strategies Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares Short-Term National Muni Bond ETF position peaked at $411K in Q2 2023.
865 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.