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Koesten Hirschmann & Crabtree’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Koesten Hirschmann & Crabtree’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
-187
Closed -$20K – 214
2025
Q3 		$20K Sell
187
-65
-26% -$6.94K 0.01% 118
2025
Q2 		$26.8K Sell
252
-600
-70% -$63.4K 0.01% 106
2025
Q1 		$90K Buy
852
+157
+23% +$16.6K 0.05% 59
2024
Q4 		$73.3K Buy
+695
New +$73.4K 0.04% 64

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SUB Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025, closing a stake of 187 shares — an estimated $20K sold.

Koesten Hirschmann & Crabtree first reported a position in SUB in Q4 2024 and held it in 4 quarters. The position peaked at $90K in Q1 2025. 865 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 187 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $20K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Koesten Hirschmann & Crabtree's iShares Short-Term National Muni Bond ETF position peaked at $90K in Q1 2025.
  • 865 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.