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Studio Investment Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Studio Investment 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
Q3 		– Sell
-3,346
Closed -$356K – 179
2025
Q2 		$356K Sell
3,346
-5,882
-64% -$621K 0.07% 143
2025
Q1 		$974K Sell
9,228
-13,680
-60% -$1.45M 0.2% 75
2024
Q4 		$2.42M Sell
22,908
-17,864
-44% -$1.89M 0.51% 50
2024
Q3 		$4.33M Sell
40,772
-650
-2% -$68.6K 0.91% 34
2024
Q2 		$4.33M Sell
41,422
-389
-0.9% -$40.6K 0.99% 28
2024
Q1 		$4.38M Sell
41,811
-4,402
-10% -$462K 1.04% 28
2023
Q4 		$4.87M Sell
46,213
-2,520
-5% -$262K 1.24% 19
2023
Q3 		$5.01M Sell
48,733
-12,447
-20% -$1.29M 1.4% 17
2023
Q2 		$6.37M Sell
61,180
-600
-1% -$62.5K 1.78% 12
2023
Q1 		$6.47M Buy
61,780
+14,655
+31% +$1.53M 1.95% 12
2022
Q4 		$4.91M Buy
47,125
+22,595
+92% +$2.34M 1.59% 18
2022
Q3 		$2.52M Sell
24,530
-180
-0.7% -$18.8K 0.91% 29
2022
Q2 		$2.59M Buy
24,710
+400
+2% +$41.6K 0.9% 30
2022
Q1 		$2.54M Buy
24,310
+385
+2% +$40.7K 0.84% 37
2021
Q4 		$2.57M Buy
23,925
+21,625
+940% +$2.32M 0.93% 31
2021
Q3 		$247K Buy
+2,300
New +$248K 0.11% 95

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
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Studio Investment Management's SUB Position: Q3 2025 in Review

Studio Investment Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 3,346 shares — an estimated $356K sold.

Studio Investment Management first reported a position in SUB in Q3 2021 and held it in 16 quarters. The position peaked at $6.47M in Q1 2023. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

  • Studio Investment Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Studio Investment Management sold 3,346 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $356K.
  • Studio Investment Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and held it in 16 quarters.
  • Studio Investment Management's iShares Short-Term National Muni Bond ETF position peaked at $6.47M in Q1 2023.
  • 834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Studio Investment Management's 13F filing for Q3 2025, filed 7 Nov 2025.