Lokken Investment Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Lokken Investment 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 Q3	$380K	Buy	+3,555	New	+$380K	0.13%	102

Other funds holding SUB

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lokken Investment Group's SUB Position: Q3 2025 in Review

Lokken Investment Group opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025: 3,555 shares worth $380K. The stake represents 0.13% of the portfolio and ranks #102 among its holdings.

831 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

Lokken Investment Group held 3,555 shares of iShares Short-Term National Muni Bond ETF worth $380K as of Q3 2025.
iShares Short-Term National Muni Bond ETF was a new Lokken Investment Group position in Q3 2025.
iShares Short-Term National Muni Bond ETF made up 0.13% of Lokken Investment Group's portfolio in Q3 2025, its #102 holding.
831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.