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

Wealth Group’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
-2,135
Closed -$225K – 146
2025
Q1 		$225K Sell
2,135
-384
-15% -$40.6K 0.15% 145
2024
Q4 		$266K Buy
2,519
+220
+10% +$23.2K 0.17% 134
2024
Q3 		$244K Buy
+2,299
New +$243K 0.16% 129

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
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

Wealth Group's SUB Position: Q2 2025 in Review

Wealth Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 2,135 shares — an estimated $225K sold.

Wealth Group first reported a position in SUB in Q3 2024 and held it in 3 quarters. The position peaked at $266K in Q4 2024. 850 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

  • Wealth Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 2,135 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $225K.
  • Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and held it in 3 quarters.
  • Wealth Group's iShares Short-Term National Muni Bond ETF position peaked at $266K in Q4 2024.
  • 850 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.