Avid Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Avid Wealth Partners’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	$462K	Sell	4,343 -6,138	-59%	-$653K	0.22%	44
2026 Q1	$1.12M	Sell	10,481 -595	-5%	-$63.7K	0.53%	27
2025 Q4	$1.18M	Sell	11,076 -766	-6%	-$81.6K	0.58%	29
2025 Q3	$1.26M	Sell	11,842 -230	-2%	-$24.6K	0.63%	27
2025 Q2	$1.28M	Buy	12,072 +2,750	+30%	+$290K	0.73%	23
2025 Q1	$984K	Buy	9,322 +4,002	+75%	+$423K	0.67%	24
2024 Q4	$561K	Sell	5,320 -3,758	-41%	-$397K	0.4%	27
2024 Q3	$964K	Buy	9,078 +7,113	+362%	+$750K	0.68%	21
2024 Q2	$205K	Buy	+1,965	New	+$205K	0.16%	38

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

Avid Wealth Partners's SUB Position: Q2 2026 in Review

Avid Wealth Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 59% in Q2 2026, selling an estimated $653K and leaving 4,343 shares worth $462K. The position accounts for 0.22% of the portfolio, ranked #44.

Avid Wealth Partners first reported a position in SUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.28M in Q2 2025. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Avid Wealth Partners held 4,343 shares of iShares Short-Term National Muni Bond ETF worth $462K as of Q2 2026.
Avid Wealth Partners sold 6,138 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $653K.
iShares Short-Term National Muni Bond ETF made up 0.22% of Avid Wealth Partners's portfolio in Q2 2026, its #44 holding.
Avid Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Avid Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.28M in Q2 2025.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.