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AssuredPartners Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

AssuredPartners Investment 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
Q1 		$200K Buy
+1,882
New +$201K 0.02% 389

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssuredPartners Investment Advisors's SUB Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026: 1,882 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #389 among its holdings.

883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • AssuredPartners Investment Advisors held 1,882 shares of iShares Short-Term National Muni Bond ETF worth $200K as of Q1 2026.
  • iShares Short-Term National Muni Bond ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #389 holding.
  • 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.