Wealth Advisors of Tampa Bay’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealth Advisors of Tampa Bay’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	-571	Closed	-$60.3K	–	143
2025 Q1	$60.3K	Buy	+571	New	+$60.4K	0.02%	123
2020 Q4	–	Sell	-9,523	Closed	-$1.03M	–	75
2020 Q3	$1.03M	Buy	9,523 +5,500	+137%	+$595K	0.76%	50
2020 Q2	$434K	Hold	4,023	–	–	0.36%	58
2020 Q1	$428K	Hold	4,023	–	–	0.48%	51
2019 Q4	$430K	Hold	4,023	–	–	0.4%	54
2019 Q3	$429K	Hold	4,023	–	–	0.36%	59
2019 Q2	$429K	Hold	4,023	–	–	0.31%	61
2019 Q1	$426K	Hold	4,023	–	–	0.31%	56
2018 Q4	$424K	Hold	4,023	–	–	0.34%	53
2018 Q3	$421K	Hold	4,023	–	–	0.3%	52
2018 Q2	$422K	Hold	4,023	–	–	0.32%	52
2018 Q1	$422K	Hold	4,023	–	–	0.31%	54
2017 Q4	$422K	Buy	+4,023	New	+$424K	0.29%	57

Other funds holding SUB

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Wealth Advisors of Tampa Bay's SUB Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 571 shares — an estimated $60.3K sold.

Wealth Advisors of Tampa Bay first reported a position in SUB in Q4 2017 and held it in 13 quarters. The position peaked at $1.03M in Q3 2020. 848 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 571 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $60.3K.
Wealth Advisors of Tampa Bay first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2017 and held it in 13 quarters.
Wealth Advisors of Tampa Bay's iShares Short-Term National Muni Bond ETF position peaked at $1.03M in Q3 2020.
848 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.