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

PrairieView Wealth 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	–	Sell	-2,902	Closed	-$306K	–	31
2025 Q1	$306K	Sell	2,902 -2	-0.1%	-$211	0.37%	17
2024 Q4	$306K	Sell	2,904 -698	-19%	-$73.7K	0.33%	17
2024 Q3	$383K	Sell	3,602 -23,025	-86%	-$2.43M	0.41%	15
2024 Q2	$2.78M	Sell	26,627 -710	-3%	-$74.2K	2.37%	10
2024 Q1	$2.86M	Buy	27,337 +548	+2%	+$57.5K	2.6%	11
2023 Q4	$2.82M	Buy	+26,789	New	+$2.79M	2.82%	10

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PrairieView Wealth Partners's SUB Position: Q2 2025 in Review

PrairieView Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 2,902 shares — an estimated $306K sold.

PrairieView Wealth Partners first reported a position in SUB in Q4 2023 and held it in 6 quarters. The position peaked at $2.86M in Q1 2024. 849 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

PrairieView Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
PrairieView Wealth Partners sold 2,902 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $306K.
PrairieView Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 6 quarters.
PrairieView Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $2.86M in Q1 2024.
849 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on PrairieView Wealth Partners's 13F filing for Q2 2025, filed 7 Aug 2025.