Timonier Family Office’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Timonier Family Office’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 Q4	$1.05M	Sell	9,807 -2,408	-20%	-$257K	0.33%	28
2025 Q3	$1.3M	Buy	12,215 +3,114	+34%	+$333K	0.43%	27
2025 Q2	$968K	Buy	9,101 +3,433	+61%	+$363K	0.36%	29
2025 Q1	$599K	Buy	5,668 +310	+6%	+$32.8K	0.26%	32
2024 Q4	$565K	Buy	+5,358	New	+$566K	0.29%	34

Other funds holding SUB

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Timonier Family Office's SUB Position: Q4 2025 in Review

Timonier Family Office reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 20% in Q4 2025, selling an estimated $257K and leaving 9,807 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #28.

Timonier Family Office first reported a position in SUB in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.3M in Q3 2025. 862 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

Timonier Family Office held 9,807 shares of iShares Short-Term National Muni Bond ETF worth $1.05M as of Q4 2025.
Timonier Family Office sold 2,408 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $257K.
iShares Short-Term National Muni Bond ETF made up 0.33% of Timonier Family Office's portfolio in Q4 2025, its #28 holding.
Timonier Family Office first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
Timonier Family Office's iShares Short-Term National Muni Bond ETF position peaked at $1.3M in Q3 2025.
862 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.