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Mount Yale Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mount Yale Investment 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
-203
Closed -$21.6K – 1494
2025
Q2 		$21.6K Buy
+203
New +$21.4K ﹤0.01% 1030
2023
Q1 		– Sell
-2,924
Closed -$305K – 531
2022
Q4 		$305K Buy
+2,924
New +$303K 0.03% 351

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mount Yale Investment Advisors's SUB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 203 shares — an estimated $21.6K sold.

Mount Yale Investment Advisors first reported a position in SUB in Q4 2022 and held it in 2 quarters. The position peaked at $305K in Q4 2022. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 203 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $21.6K.
  • Mount Yale Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 2 quarters.
  • Mount Yale Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $305K in Q4 2022.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.