LAM
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L2 Asset Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

L2 Asset Management’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
-8,517
Closed -$906K – 392
2025
Q2 		$906K Buy
+8,517
New +$900K 0.15% 126

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

L2 Asset Management's SUB Position: Q3 2025 in Review

L2 Asset Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 8,517 shares — an estimated $906K sold.

L2 Asset Management first reported a position in SUB in Q2 2025 and held it in 1 quarter. The position peaked at $906K in Q2 2025. 831 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • L2 Asset Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • L2 Asset Management sold 8,517 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $906K.
  • L2 Asset Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • L2 Asset Management's iShares Short-Term National Muni Bond ETF position peaked at $906K in Q2 2025.
  • 831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on L2 Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.