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

Platform Technology 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
Q3 		– Sell
-2,011
Closed -$214K – 272
2025
Q2 		$214K Buy
+2,011
New +$212K 0.06% 234

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

Platform Technology Partners's SUB Position: Q3 2025 in Review

Platform Technology Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 2,011 shares — an estimated $214K sold.

Platform Technology Partners first reported a position in SUB in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Platform Technology Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Platform Technology Partners sold 2,011 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $214K.
  • Platform Technology Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Platform Technology Partners's iShares Short-Term National Muni Bond ETF position peaked at $214K in Q2 2025.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Platform Technology Partners's 13F filing for Q3 2025, filed 29 Oct 2025.