Action Point Financial Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Action Point Financial Planning’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	$669K	Buy	+6,288	New	+$669K	0.07%	216

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

Action Point Financial Planning's SUB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 6,288 shares worth $669K. The stake represents 0.07% of the portfolio and ranks #216 among its holdings.

908 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Action Point Financial Planning held 6,288 shares of iShares Short-Term National Muni Bond ETF worth $669K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.07% of Action Point Financial Planning's portfolio in Q2 2026, its #216 holding.
908 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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