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LifeGoal Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

LifeGoal Wealth 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
Q1 		– Sell
-8,795
Closed -$928K – 68
2024
Q4 		$928K Buy
+8,795
New +$929K 1.01% 28

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LifeGoal Wealth Advisors's SUB Position: Q1 2025 in Review

LifeGoal Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 8,795 shares — an estimated $928K sold.

LifeGoal Wealth Advisors first reported a position in SUB in Q4 2024 and held it in 1 quarter. The position peaked at $928K in Q4 2024. 836 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

  • LifeGoal Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 8,795 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $928K.
  • LifeGoal Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $928K in Q4 2024.
  • 836 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.