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Rise Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Rise Advisors’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
-189
Closed -$20.1K – 1263
2025
Q3 		$20.1K Buy
189
+2
+1% +$214 0.01% 573
2025
Q2 		$19.9K Sell
187
-54
-22% -$5.7K 0.01% 540
2025
Q1 		$25.4K Buy
241
+1
+0.4% +$106 0.01% 388
2024
Q4 		$25.3K Buy
240
+56
+30% +$5.92K 0.01% 497
2024
Q3 		$19.6K Buy
+184
New +$19.4K 0.01% 707
2024
Q2 		– Sell
-141
Closed -$14.7K – 1271
2024
Q1 		$14.7K Buy
141
+1
+0.7% +$105 0.01% 867
2023
Q4 		$14.8K Buy
+140
New +$14.6K 0.01% 284
2023
Q2 		– Sell
-571
Closed -$59.8K – 792
2023
Q1 		$59.8K Sell
571
-513
-47% -$53.6K 0.05% 142
2022
Q4 		$113K Buy
1,084
+5
+0.5% +$518 0.09% 94
2022
Q3 		$111K Sell
1,079
-98
-8% -$10.2K 0.09% 87
2022
Q2 		$123K Buy
1,177
+2
+0.2% +$208 0.12% 85
2022
Q1 		$123K Sell
1,175
-199
-14% -$21.1K 0.11% 85
2021
Q4 		$148K Buy
+1,374
New +$148K 0.14% 77

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Rise Advisors's SUB Position: Q4 2025 in Review

Rise Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025, closing a stake of 189 shares — an estimated $20.1K sold.

Rise Advisors first reported a position in SUB in Q4 2021 and held it in 13 quarters. The position peaked at $148K in Q4 2021. 865 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

  • Rise Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 189 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $20.1K.
  • Rise Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's iShares Short-Term National Muni Bond ETF position peaked at $148K in Q4 2021.
  • 865 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.