Angeles Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Angeles Wealth Management’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	$3.06M	Buy	28,744 +8,526	+42%	+$908K	0.14%	67
2026 Q1	$2.15M	Sell	20,218 -17,897	-47%	-$1.92M	0.12%	75
2025 Q4	$4.07M	Sell	38,115 -6,919	-15%	-$737K	0.22%	45
2025 Q3	$4.81M	Sell	45,034 -6,067	-12%	-$648K	0.29%	37
2025 Q2	$5.43M	Buy	51,101 +22,827	+81%	+$2.41M	0.37%	31
2025 Q1	$2.99M	Buy	28,274 +3,223	+13%	+$341K	0.25%	43
2024 Q4	$2.64M	Buy	25,051 +651	+3%	+$68.8K	0.22%	44
2024 Q3	$2.59M	Sell	24,400 -490,794	-95%	-$51.8M	0.22%	41
2024 Q2	$53.9M	Buy	515,194 +2,205	+0.4%	+$230K	5.06%	6
2024 Q1	$53.7M	Buy	512,989 +32,880	+7%	+$3.45M	5.37%	6
2023 Q4	$50.6M	Buy	480,109 +62,471	+15%	+$6.5M	6.17%	6
2023 Q3	$43M	Sell	417,638 -3,209	-0.8%	-$333K	6.07%	6
2023 Q2	$43.8M	Buy	420,847 +8,117	+2%	+$845K	5.97%	5
2023 Q1	$43.2M	Buy	412,730 +48,760	+13%	+$5.09M	6.43%	4
2022 Q4	$38M	Buy	363,970 +16,810	+5%	+$1.74M	6.64%	3
2022 Q3	$35.6M	Buy	347,160 +119,190	+52%	+$12.4M	7.06%	4
2022 Q2	$23.9M	Buy	+227,970	New	+$23.7M	4.77%	5

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

Angeles Wealth Management's SUB Position: Q2 2026 in Review

Angeles Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 42% in Q2 2026, buying an estimated $908K and bringing the position to 28,744 shares worth $3.06M. The position accounts for 0.14% of the portfolio, ranked #67.

Angeles Wealth Management first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $53.9M in Q2 2024. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Angeles Wealth Management held 28,744 shares of iShares Short-Term National Muni Bond ETF worth $3.06M as of Q2 2026.
Angeles Wealth Management bought 8,526 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $908K.
iShares Short-Term National Muni Bond ETF made up 0.14% of Angeles Wealth Management's portfolio in Q2 2026, its #67 holding.
Angeles Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Angeles Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $53.9M in Q2 2024.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.