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Stark Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Stark Wealth Management’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
Q1 		– Sell
-2,165
Closed -$228K – 74
2024
Q4 		$228K Buy
+2,165
New +$229K 0.17% 77

Other funds holding SUB

Bank of America
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stark Wealth Management's SUB Position: Q1 2025 in Review

Stark Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2025, closing a stake of 2,165 shares — an estimated $228K sold.

Stark Wealth Management first reported a position in SUB in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 833 funds tracked by Wall St. Rank hold SUB as of Q1 2025.

  • Stark Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stark Wealth Management sold 2,165 iShares Short-Term National Muni Bond ETF shares in Q1 2025, an estimated $228K.
  • Stark Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • Stark Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $228K in Q4 2024.
  • 833 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2025.

Based on Stark Wealth Management's 13F filing for Q1 2025, filed 7 Jul 2026.