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Pandora Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Pandora Wealth’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 		$192K Hold
1,800
– – 0.12% 83
2025
Q3 		$192K Sell
1,800
-350
-16% -$37.4K 0.12% 80
2025
Q2 		$229K Hold
2,150
– – 0.14% 70
2025
Q1 		$227K Buy
+2,150
New +$227K 0.15% 70

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Pandora Wealth's SUB Position: Q4 2025 in Review

Pandora Wealth held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q4 2025 at 1,800 shares worth $192K. The position accounts for 0.12% of the portfolio, ranked #83.

Pandora Wealth first reported a position in SUB in Q1 2025 and has held it in 4 quarters since. The position peaked at $229K in Q2 2025. 865 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

  • Pandora Wealth held 1,800 shares of iShares Short-Term National Muni Bond ETF worth $192K as of Q4 2025.
  • Pandora Wealth left its iShares Short-Term National Muni Bond ETF share count unchanged in Q4 2025.
  • iShares Short-Term National Muni Bond ETF made up 0.12% of Pandora Wealth's portfolio in Q4 2025, its #83 holding.
  • Pandora Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Pandora Wealth's iShares Short-Term National Muni Bond ETF position peaked at $229K in Q2 2025.
  • 865 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.