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My Personal CFO LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

My Personal CFO LLC’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
-1,949
Closed -$208K – 151
2025
Q3 		$208K Buy
+1,949
New +$208K 0.08% 92

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

My Personal CFO LLC's SUB Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025, closing a stake of 1,949 shares — an estimated $208K sold.

My Personal CFO LLC first reported a position in SUB in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 863 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 1,949 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $208K.
  • My Personal CFO LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's iShares Short-Term National Muni Bond ETF position peaked at $208K in Q3 2025.
  • 863 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.