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

Amplius Wealth 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
2026 Q2	–	Sell	-8,708	Closed	-$927K	–	216
2026 Q1	$927K	Hold	8,708	–	–	0.08%	73
2025 Q4	$929K	Hold	8,708	–	–	0.08%	74
2025 Q3	$930K	Sell	8,708 -3,100	-26%	-$331K	0.08%	74
2025 Q2	$1.26M	Buy	+11,808	New	+$1.25M	0.12%	72
2022 Q4	–	Sell	-18,680	Closed	-$1.92M	–	188
2022 Q3	$1.92M	Sell	18,680 -13,688	-42%	-$1.43M	0.34%	42
2022 Q2	$3.39M	Buy	+32,368	New	+$3.37M	0.55%	37

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

Amplius Wealth Advisors's SUB Position: Q2 2026 in Review

Amplius Wealth Advisors sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 8,708 shares — an estimated $927K sold.

Amplius Wealth Advisors first reported a position in SUB in Q2 2022 and held it in 6 quarters. The position peaked at $3.39M in Q2 2022. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Amplius Wealth Advisors reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Amplius Wealth Advisors sold 8,708 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $927K.
Amplius Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and held it in 6 quarters.
Amplius Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $3.39M in Q2 2022.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.