Tyche Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Tyche Wealth Partners’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	-6,077	Closed	-$646K	–	331
2025 Q2	$646K	Buy	6,077 +1,792	+42%	+$189K	0.13%	126
2025 Q1	$452K	Buy	4,285 +555	+15%	+$58.7K	0.1%	143
2024 Q4	$393K	Hold	3,730	–	–	0.08%	179
2024 Q3	$396K	Hold	3,730	–	–	0.09%	161
2024 Q2	$390K	Hold	3,730	–	–	0.09%	158
2024 Q1	$391K	Hold	3,730	–	–	0.1%	164
2023 Q4	$393K	Buy	+3,730	New	+$388K	0.09%	181

Other funds holding SUB

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Tyche Wealth Partners's SUB Position: Q3 2025 in Review

Tyche Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 6,077 shares — an estimated $646K sold.

Tyche Wealth Partners first reported a position in SUB in Q4 2023 and held it in 7 quarters. The position peaked at $646K in Q2 2025. 832 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

Tyche Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Tyche Wealth Partners sold 6,077 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $646K.
Tyche Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and held it in 7 quarters.
Tyche Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $646K in Q2 2025.
832 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on Tyche Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.