RHS Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

RHS Financial’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	-7,803	Closed	-$824K	–	148
2025 Q1	$824K	Sell	7,803 -945	-11%	-$99.9K	0.46%	55
2024 Q4	$923K	Sell	8,748 -259	-3%	-$27.4K	0.48%	58
2024 Q3	$956K	Sell	9,007 -414	-4%	-$43.7K	0.48%	58
2024 Q2	$985K	Buy	9,421 +1,251	+15%	+$131K	0.6%	45
2024 Q1	$856K	Buy	8,170 +2,181	+36%	+$229K	0.5%	51
2023 Q4	$631K	Buy	5,989 +810	+16%	+$84.3K	0.4%	56
2023 Q3	$533K	Buy	5,179 +2,386	+85%	+$247K	0.37%	58
2023 Q2	$291K	Sell	2,793 -14	-0.5%	-$1.46K	0.21%	77
2023 Q1	$294K	Sell	2,807 -524	-16%	-$54.7K	0.22%	73
2022 Q4	$347K	Buy	3,331 +348	+12%	+$36K	0.28%	64
2022 Q3	$306K	Buy	2,983 +704	+31%	+$73.5K	0.27%	68
2022 Q2	$239K	Sell	2,279 -161	-7%	-$16.8K	0.2%	73
2022 Q1	$255K	Buy	+2,440	New	+$258K	0.19%	67

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

RHS Financial's SUB Position: Q2 2025 in Review

RHS Financial sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 7,803 shares — an estimated $824K sold.

RHS Financial first reported a position in SUB in Q1 2022 and held it in 13 quarters. The position peaked at $985K in Q2 2024. 850 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

RHS Financial reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
RHS Financial sold 7,803 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $824K.
RHS Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and held it in 13 quarters.
RHS Financial's iShares Short-Term National Muni Bond ETF position peaked at $985K in Q2 2024.
850 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on RHS Financial's 13F filing for Q2 2025, filed 25 Jul 2025.