Wealthstream Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Wealthstream Advisors’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	-2,887	Closed	-$305K	–	191
2025 Q1	$305K	Hold	2,887	–	–	0.06%	111
2024 Q4	$305K	Buy	2,887 +234	+9%	+$24.7K	0.06%	113
2024 Q3	$282K	Hold	2,653	–	–	0.05%	115
2024 Q2	$277K	Buy	2,653 +159	+6%	+$16.6K	0.1%	100
2024 Q1	$261K	Buy	2,494 +209	+9%	+$21.9K	0.1%	105
2023 Q4	$241K	Buy	+2,285	New	+$238K	0.1%	124
2023 Q3	–	Sell	-3,530	Closed	-$367K	–	113
2023 Q2	$367K	Buy	+3,530	New	+$367K	0.19%	64

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 $374B AUM 17.66% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $235B AUM 32.99% 1-Year Est. Return

Wealthstream Advisors's SUB Position: Q2 2025 in Review

Wealthstream Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2025, closing a stake of 2,887 shares — an estimated $305K sold.

Wealthstream Advisors first reported a position in SUB in Q2 2023 and held it in 7 quarters. The position peaked at $367K in Q2 2023. 847 funds tracked by Wall St. Rank hold SUB as of Q2 2025.

Wealthstream Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Wealthstream Advisors sold 2,887 iShares Short-Term National Muni Bond ETF shares in Q2 2025, an estimated $305K.
Wealthstream Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and held it in 7 quarters.
Wealthstream Advisors's iShares Short-Term National Muni Bond ETF position peaked at $367K in Q2 2023.
847 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2025.

Based on Wealthstream Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.