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Michael A Dubis Financial Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Michael A Dubis Financial Planning’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 		$557K Buy
5,277
+217
+4% +$22.9K 0.54% 29
2024
Q4 		$534K Buy
+5,060
New +$534K 0.52% 29

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 22.96% 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

Michael A Dubis Financial Planning's SUB Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.3% in Q1 2025, buying an estimated $22.9K and bringing the position to 5,277 shares worth $557K. The position accounts for 0.54% of the portfolio, ranked #29.

Michael A Dubis Financial Planning first reported a position in SUB in Q4 2024 and has held it in 2 quarters since. 836 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

  • Michael A Dubis Financial Planning held 5,277 shares of iShares Short-Term National Muni Bond ETF worth $557K as of Q1 2025.
  • Michael A Dubis Financial Planning bought 217 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $22.9K.
  • iShares Short-Term National Muni Bond ETF made up 0.54% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #29 holding.
  • Michael A Dubis Financial Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 836 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.