Abound Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Abound Financial’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
2026 Q2	$9.26K	Sell	87 -59	-40%	-$6.28K	﹤0.01%	225
2026 Q1	$15.6K	Sell	146 -118	-45%	-$12.6K	0.01%	188
2025 Q4	$28.2K	Buy	+264	New	+$28.1K	0.01%	150
2025 Q2	–	Sell	-323	Closed	-$34.1K	–	232
2025 Q1	$34.1K	Buy	+323	New	+$34.1K	0.02%	140

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Abound Financial's SUB Position: Q2 2026 in Review

Abound Financial reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 40% in Q2 2026, selling an estimated $6.28K and leaving 87 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Abound Financial first reported a position in SUB in Q1 2025 and has held it in 4 quarters since. The position peaked at $34.1K in Q1 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Abound Financial held 87 shares of iShares Short-Term National Muni Bond ETF worth $9.26K as of Q2 2026.
Abound Financial sold 59 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $6.28K.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Abound Financial's portfolio in Q2 2026, its #225 holding.
Abound Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and has held it in 4 quarters since.
Abound Financial's iShares Short-Term National Muni Bond ETF position peaked at $34.1K in Q1 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.