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

PrairieView 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 Q2	$6.58M	Buy	61,915 +8,210	+15%	+$867K	0.64%	21
2025 Q1	$5.67M	Sell	53,705 -7,140	-12%	-$755K	0.59%	25
2024 Q4	$6.42M	Buy	60,845 +17,462	+40%	+$1.84M	0.67%	20
2024 Q3	$4.61M	Buy	43,383 +4,159	+11%	+$439K	0.48%	29
2024 Q2	$4.1M	Buy	39,224 +2,034	+5%	+$212K	0.46%	28
2024 Q1	$3.9M	Buy	37,190 +5,388	+17%	+$566K	0.45%	30
2023 Q4	$3.35M	Buy	31,802 +29,121	+1,086%	+$3.03M	0.41%	36
2023 Q3	$275K	Sell	2,681 -504	-16%	-$52.3K	0.04%	89
2023 Q2	$331K	Sell	3,185 -12,895	-80%	-$1.34M	0.04%	91
2023 Q1	$1.68M	Buy	16,080 +177	+1%	+$18.5K	0.23%	44
2022 Q4	$1.66M	Sell	15,903 -26,530	-63%	-$2.75M	0.24%	44
2022 Q3	$4.36M	Buy	42,433 +7,730	+22%	+$807K	0.71%	25
2022 Q2	$3.63M	Sell	34,703 -17,977	-34%	-$1.87M	0.57%	30
2022 Q1	$5.51M	Buy	52,680 +11,116	+27%	+$1.18M	0.78%	25
2021 Q4	$4.46M	Buy	41,564 +22,897	+123%	+$2.46M	0.62%	30
2021 Q3	$2.01M	Sell	18,667 -2,207	-11%	-$238K	0.3%	38
2021 Q2	$2.25M	Sell	20,874 -6,175	-23%	-$666K	0.34%	38
2021 Q1	$2.92M	Buy	27,049 +5,418	+25%	+$585K	0.47%	37
2020 Q4	$2.34M	Buy	21,631 +251	+1%	+$27.1K	0.41%	38
2020 Q3	$2.31M	Sell	21,380 -978	-4%	-$106K	0.49%	33
2020 Q2	$2.41M	Sell	22,358 -5,468	-20%	-$586K	0.53%	31
2020 Q1	$2.96M	Sell	27,826 -4,640	-14%	-$493K	0.75%	24
2019 Q4	$3.47M	Sell	32,466 -7,308	-18%	-$779K	0.75%	22
2019 Q3	$4.24M	Sell	39,774 -1,689	-4%	-$180K	0.98%	21
2019 Q2	$4.42M	Buy	41,463 +1,338	+3%	+$142K	1.1%	20
2019 Q1	$4.25M	Sell	40,125 -1,124	-3%	-$119K	1.09%	22
2018 Q4	$4.35M	Buy	41,249 +4,038	+11%	+$423K	1.22%	21
2018 Q3	$3.9M	Sell	37,211 -2,365	-6%	-$248K	1.02%	23
2018 Q2	$4.16M	Buy	39,576 +30,089	+317%	+$3.15M	1.07%	21
2018 Q1	$995K	Buy	9,487 +1,496	+19%	+$157K	0.24%	36
2017 Q4	$838K	Buy	+7,991	New	+$843K	0.24%	37

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PrairieView Partners's SUB Position: Q2 2025 in Review

PrairieView Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 15% in Q2 2025, buying an estimated $867K and bringing the position to 61,915 shares worth $6.58M. The position accounts for 0.64% of the portfolio, ranked #21.

PrairieView Partners first reported a position in SUB in Q4 2017 and has held it in 31 quarters since. 847 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

PrairieView Partners held 61,915 shares of iShares Short-Term National Muni Bond ETF worth $6.58M as of Q2 2025.
PrairieView Partners bought 8,210 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $867K.
iShares Short-Term National Muni Bond ETF made up 0.64% of PrairieView Partners's portfolio in Q2 2025, its #21 holding.
PrairieView Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and has held it in 31 quarters since.
847 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.