S
SUB icon

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

Sachetta’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
-1,600
Closed -$171K – 1105
2025
Q3 		$171K Hold
1,600
– – 0.06% 155
2025
Q2 		$170K Buy
1,600
+100
+7% +$10.6K 0.07% 154
2025
Q1 		$158K Sell
1,500
-500
-25% -$52.9K 0.06% 162
2024
Q4 		$211K Hold
2,000
– – 0.08% 143
2024
Q3 		$212K Hold
2,000
– – 0.08% 145
2024
Q2 		$210K Hold
2,000
– – 0.09% 140
2024
Q1 		$211K Hold
2,000
– – 0.1% 141
2023
Q4 		$211K Buy
+2,000
New +$208K 0.1% 141

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

Sachetta's SUB Position: Q4 2025 in Review

Sachetta sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q4 2025, closing a stake of 1,600 shares — an estimated $171K sold.

Sachetta first reported a position in SUB in Q4 2023 and held it in 8 quarters. The position peaked at $212K in Q3 2024. 863 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

  • Sachetta reported no remaining iShares Short-Term National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Sachetta sold 1,600 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $171K.
  • Sachetta first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 8 quarters.
  • Sachetta's iShares Short-Term National Muni Bond ETF position peaked at $212K in Q3 2024.
  • 863 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Sachetta's 13F filing for Q4 2025, filed 2 Feb 2026.