SHF
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Stage Harbor Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Stage Harbor 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
Q3 		– Sell
-2,535
Closed -$270K – 60
2025
Q2 		$270K Hold
2,535
– – 0.22% 47
2025
Q1 		$268K Hold
2,535
– – 0.23% 50
2024
Q4 		$267K Buy
+2,535
New +$268K 0.23% 45

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stage Harbor Financial's SUB Position: Q3 2025 in Review

Stage Harbor Financial sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 2,535 shares — an estimated $270K sold.

Stage Harbor Financial first reported a position in SUB in Q4 2024 and held it in 3 quarters. The position peaked at $270K in Q2 2025. 831 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Stage Harbor Financial reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stage Harbor Financial sold 2,535 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $270K.
  • Stage Harbor Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Stage Harbor Financial's iShares Short-Term National Muni Bond ETF position peaked at $270K in Q2 2025.
  • 831 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Stage Harbor Financial's 13F filing for Q3 2025, filed 3 Nov 2025.