ORG Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

ORG Partners’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	$983K	Buy	9,211 +62	+0.7%	+$6.61K	0.17%	122
2025 Q3	$974K	Sell	9,149 -39	-0.4%	-$4.17K	0.18%	120
2025 Q2	$981K	Sell	9,188 -150	-2%	-$15.8K	0.21%	101
2025 Q1	$986K	Sell	9,338 -460	-5%	-$48.6K	0.24%	78
2024 Q4	$1.03M	Sell	9,798 -136	-1%	-$14.4K	0.14%	114
2024 Q3	$1.06M	Sell	9,934 -3,136	-24%	-$331K	0.17%	102
2024 Q2	$1.36M	Buy	+13,070	New	+$1.37M	0.17%	114
2024 Q1	–	Sell	-4,940	Closed	-$521K	–	1036
2023 Q4	$521K	Sell	4,940 -1,456	-23%	-$151K	0.09%	172
2023 Q3	$658K	Sell	6,396 -22,399	-78%	-$2.32M	0.19%	118
2023 Q2	$2.99M	Buy	28,795 +2,678	+10%	+$279K	0.49%	45
2023 Q1	$2.74M	Buy	+26,117	New	+$2.73M	0.67%	35

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

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 $235B AUM 32.99% 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

ORG Partners's SUB Position: Q4 2025 in Review

ORG Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.68% in Q4 2025, buying an estimated $6.61K and bringing the position to 9,211 shares worth $983K. The position accounts for 0.17% of the portfolio, ranked #122.

ORG Partners first reported a position in SUB in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.99M in Q2 2023. 862 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

ORG Partners held 9,211 shares of iShares Short-Term National Muni Bond ETF worth $983K as of Q4 2025.
ORG Partners bought 62 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $6.61K.
iShares Short-Term National Muni Bond ETF made up 0.17% of ORG Partners's portfolio in Q4 2025, its #122 holding.
ORG Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares Short-Term National Muni Bond ETF position peaked at $2.99M in Q2 2023.
862 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.