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

Baldwin 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 		$281K Hold
2,640
– – 0.02% 193
2026
Q1 		$281K Hold
2,640
– – 0.02% 188
2025
Q4 		$282K Buy
+2,640
New +$281K 0.02% 209
2024
Q4 		– Sell
-2,640
Closed -$280K – 911
2024
Q3 		$280K Buy
+2,640
New +$279K 0.02% 280
2024
Q2 		– Sell
-2,640
Closed -$276K – 821
2024
Q1 		$276K Buy
2,640
+425
+19% +$44.6K 0.02% 187
2023
Q4 		$234K Hold
2,215
– – 0.02% 200
2023
Q3 		$228K Hold
2,215
– – 0.02% 210
2023
Q2 		$230K Hold
2,215
– – 0.02% 225
2023
Q1 		$232K Buy
+2,215
New +$231K 0.02% 226
2022
Q3 		– Sell
-184
Closed -$19K – 700
2022
Q2 		$19K Hold
184
– – ﹤0.01% 480
2022
Q1 		$19K Buy
+184
New +$19.5K ﹤0.01% 484

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

Baldwin Wealth Partners held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,640 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #193.

Baldwin Wealth Partners first reported a position in SUB in Q1 2022 and has held it in 11 quarters since. The position peaked at $282K in Q4 2025. 454 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Baldwin Wealth Partners held 2,640 shares of iShares Short-Term National Muni Bond ETF worth $281K as of Q2 2026.
  • Baldwin Wealth Partners left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Baldwin Wealth Partners's portfolio in Q2 2026, its #193 holding.
  • Baldwin Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • Baldwin Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $282K in Q4 2025.
  • 454 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.