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

ShoreHaven 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 Q3	–	Sell	-3,562	Closed	-$379K	–	109
2025 Q2	$379K	Buy	3,562 +242	+7%	+$25.6K	0.16%	70
2025 Q1	$351K	Sell	3,320 -221	-6%	-$23.4K	0.17%	67
2024 Q4	$374K	Sell	3,541 -275	-7%	-$29K	0.18%	65
2024 Q3	$405K	Sell	3,816 -388	-9%	-$40.9K	0.2%	60
2024 Q2	$440K	Sell	4,204 -2,673	-39%	-$279K	0.23%	56
2024 Q1	$720K	Sell	6,877 -39	-0.6%	-$4.09K	0.4%	45
2023 Q4	$729K	Sell	6,916 -57	-0.8%	-$5.93K	0.44%	41
2023 Q3	$717K	Buy	6,973 +3,957	+131%	+$410K	0.49%	40
2023 Q2	$314K	Buy	3,016 +272	+10%	+$28.3K	0.21%	51
2023 Q1	$287K	Sell	2,744 -1,444	-34%	-$151K	0.2%	61
2022 Q4	$437K	Sell	4,188 -237	-5%	-$24.5K	0.31%	54
2022 Q3	$454K	Buy	+4,425	New	+$462K	0.35%	50
2021 Q3	–	Sell	-3,339	Closed	-$360K	–	55
2021 Q2	$360K	Sell	3,339 -10,356	-76%	-$1.12M	0.19%	37
2021 Q1	$1.48M	Buy	13,695 +606	+5%	+$65.4K	0.8%	29
2020 Q4	$1.42M	Buy	+13,089	New	+$1.41M	0.79%	30

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

ShoreHaven Wealth Partners's SUB Position: Q3 2025 in Review

ShoreHaven Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 3,562 shares — an estimated $379K sold.

ShoreHaven Wealth Partners first reported a position in SUB in Q4 2020 and held it in 15 quarters. The position peaked at $1.48M in Q1 2021. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

ShoreHaven Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
ShoreHaven Wealth Partners sold 3,562 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $379K.
ShoreHaven Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and held it in 15 quarters.
ShoreHaven Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.48M in Q1 2021.
834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q3 2025, filed 23 Oct 2025.