Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q4	–	Sell	-375	Closed	-$39.9K	–	555
2025 Q3	$39.9K	Hold	375	–	–	﹤0.01%	440
2025 Q2	$39.9K	Hold	375	–	–	﹤0.01%	406
2025 Q1	$39.4K	Hold	375	–	–	﹤0.01%	401
2024 Q4	$39.7K	Hold	375	–	–	﹤0.01%	416
2024 Q3	$39.6K	Buy	+375	New	+$39.6K	﹤0.01%	411
2023 Q4	–	Sell	-26	Closed	-$2.69K	–	594
2023 Q3	$2.69K	Hold	26	–	–	﹤0.01%	578
2023 Q2	$2.71K	Buy	+26	New	+$2.71K	﹤0.01%	605
2022 Q1	–	Sell	-94	Closed	-$10K	–	710
2021 Q4	$10K	Hold	94	–	–	﹤0.01%	605
2021 Q3	$10K	Sell	94 -465	-83%	-$50.2K	﹤0.01%	593
2021 Q2	$60K	Buy	+559	New	+$60.3K	﹤0.01%	457

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 $609B AUM 40.19% 1-Year Est. Return

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Loring Wolcott & Coolidge Fiduciary Advisors's SUB Position: Q4 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025, closing a stake of 375 shares — an estimated $39.9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SUB in Q2 2021 and held it in 10 quarters. The position peaked at $60K in Q2 2021. 863 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 375 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $39.9K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Short-Term National Muni Bond ETF position peaked at $60K in Q2 2021.
863 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.