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

Abundance Wealth Counselors’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	$28M	Buy	263,074 +139,220	+112%	+$14.8M	1.82%	10
2026 Q1	$13.2M	Buy	123,854 +6,389	+5%	+$684K	1.89%	10
2025 Q4	$12.5M	Buy	117,465 +5,881	+5%	+$627K	2.12%	10
2025 Q3	$11.9M	Sell	111,584 -11,955	-10%	-$1.28M	2.04%	9
2025 Q2	$13.1M	Sell	123,539 -382	-0.3%	-$40.4K	2.46%	6
2025 Q1	$13.1M	Buy	123,921 +2,420	+2%	+$256K	2.74%	7
2024 Q4	$12.8M	Buy	121,501 +18,721	+18%	+$1.98M	2.79%	7
2024 Q3	$10.9M	Buy	+102,780	New	+$10.8M	2.26%	9
2024 Q2	–	Sell	-66,965	Closed	-$7.01M	–	136
2024 Q1	$7.01M	Buy	66,965 +3,693	+6%	+$388K	1.61%	11
2023 Q4	$6.67M	Buy	63,272 +2,512	+4%	+$261K	1.73%	11
2023 Q3	$6.25M	Buy	+60,760	New	+$6.3M	1.79%	10
2023 Q1	–	Sell	-2,058	Closed	-$215K	–	157
2022 Q4	$215K	Buy	+2,058	New	+$213K	0.06%	134

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

Abundance Wealth Counselors's SUB Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 112% in Q2 2026, buying an estimated $14.8M and bringing the position to 263,074 shares worth $28M. The position accounts for 1.82% of the portfolio, ranked #10.

Abundance Wealth Counselors first reported a position in SUB in Q4 2022 and has held it in 12 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Abundance Wealth Counselors held 263,074 shares of iShares Short-Term National Muni Bond ETF worth $28M as of Q2 2026.
Abundance Wealth Counselors bought 139,220 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $14.8M.
iShares Short-Term National Muni Bond ETF made up 1.82% of Abundance Wealth Counselors's portfolio in Q2 2026, its #10 holding.
Abundance Wealth Counselors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 12 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.