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

Stephens Consulting’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
Q2 		– Sell
-1
Closed -$106 – 1907
2025
Q1 		$106 Buy
+1
New +$106 ﹤0.01% 1505

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Stephens Consulting's SUB Position: Q2 2025 in Review

Stephens Consulting sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 1 share — an estimated $106 sold.

Stephens Consulting first reported a position in SUB in Q1 2025 and held it in 1 quarter. The position peaked at $106 in Q1 2025. 850 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

  • Stephens Consulting reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 1 iShares Short-Term National Muni Bond ETF share in Q2 2025, an estimated $106.
  • Stephens Consulting first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's iShares Short-Term National Muni Bond ETF position peaked at $106 in Q1 2025.
  • 850 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.