Rice Partnership’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Rice Partnership’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	–	Sell	-833	Closed	-$88.9K	–	199
2025 Q3	$88.9K	Hold	833	–	–	0.01%	133
2025 Q2	$88.6K	Buy	+833	New	+$88K	0.02%	123
2022 Q2	–	Sell	-695	Closed	-$73K	–	132
2022 Q1	$73K	Buy	695 +131	+23%	+$13.9K	0.02%	110
2021 Q4	$61K	Buy	564 +109	+24%	+$11.7K	0.02%	111
2021 Q3	$49K	Buy	455 +36	+9%	+$3.88K	0.02%	111
2021 Q2	$45K	Buy	+419	New	+$45.2K	0.01%	109
2021 Q1	–	Sell	-992	Closed	-$107K	–	121
2020 Q4	$107K	Buy	+992	New	+$107K	0.04%	89
2020 Q3	–	Sell	-274	Closed	-$30K	–	100
2020 Q2	$30K	Buy	274 +49	+22%	+$5.25K	0.02%	77
2020 Q1	$24K	Buy	+225	New	+$23.9K	0.02%	85

Other funds holding SUB

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

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

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

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

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Rice Partnership's SUB Position: Q4 2025 in Review

Rice Partnership sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025, closing a stake of 833 shares — an estimated $88.9K sold.

Rice Partnership first reported a position in SUB in Q1 2020 and held it in 9 quarters. The position peaked at $107K in Q4 2020. 865 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

Rice Partnership reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Rice Partnership sold 833 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $88.9K.
Rice Partnership first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2020 and held it in 9 quarters.
Rice Partnership's iShares Short-Term National Muni Bond ETF position peaked at $107K in Q4 2020.
865 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Rice Partnership's 13F filing for Q4 2025, filed 10 Feb 2026.