LGT Financial Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

LGT Financial Advisors’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	-264	Closed	-$28.1K	–	611
2025 Q2	$28.1K	Buy	264 +2	+0.8%	+$211	0.07%	138
2025 Q1	$27.7K	Sell	262 -1,174	-82%	-$124K	0.08%	132
2024 Q4	$151K	Sell	1,436 -58	-4%	-$6.13K	0.34%	59
2024 Q3	$159K	Buy	1,494 +1	+0.1%	+$106	0.39%	50
2024 Q2	$156K	Sell	1,493 -282	-16%	-$29.5K	0.33%	57
2024 Q1	$186K	Sell	1,775 -6	-0.3%	-$630	0.22%	106
2023 Q4	$188K	Buy	1,781 +143	+9%	+$14.9K	0.23%	103
2023 Q3	$168K	Buy	1,638 +468	+40%	+$48.5K	0.21%	103
2023 Q2	$122K	Buy	+1,170	New	+$122K	0.13%	131
2023 Q1	–	Sell	-1,170	Closed	-$122K	–	183
2022 Q4	$122K	Buy	+1,170	New	+$121K	0.14%	115

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

LGT Financial Advisors's SUB Position: Q3 2025 in Review

LGT Financial Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 264 shares — an estimated $28.1K sold.

LGT Financial Advisors first reported a position in SUB in Q4 2022 and held it in 10 quarters. The position peaked at $188K in Q4 2023. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

LGT Financial Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 264 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $28.1K.
LGT Financial Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 10 quarters.
LGT Financial Advisors's iShares Short-Term National Muni Bond ETF position peaked at $188K in Q4 2023.
834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.