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

BCGM 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	$392K	Sell	3,686 -144	-4%	-$15.3K	0.08%	132
2026 Q1	$408K	Buy	3,830 +4	+0.1%	+$428	0.1%	120
2025 Q4	$408K	Sell	3,826 -317	-8%	-$33.8K	0.1%	118
2025 Q3	$442K	Buy	4,143 +17	+0.4%	+$1.81K	0.12%	115
2025 Q2	$439K	Sell	4,126 -207	-5%	-$21.9K	0.12%	111
2025 Q1	$458K	Sell	4,333 -265	-6%	-$28K	0.14%	102
2024 Q4	$485K	Buy	4,598 +238	+5%	+$25.1K	0.15%	98
2024 Q3	$463K	Sell	4,360 -23	-0.5%	-$2.43K	0.15%	98
2024 Q2	$458K	Sell	4,383 -478	-10%	-$49.9K	0.16%	98
2024 Q1	$509K	Buy	4,861 +9	+0.2%	+$945	0.18%	89
2023 Q4	$512K	Buy	4,852 +16	+0.3%	+$1.66K	0.21%	77
2023 Q3	$497K	Sell	4,836 -737	-13%	-$76.4K	0.23%	69
2023 Q2	$580K	Buy	5,573 +1,851	+50%	+$193K	0.26%	66
2023 Q1	$390K	Sell	3,722 -3,451	-48%	-$360K	0.2%	76
2022 Q4	$748K	Buy	7,173 +761	+12%	+$78.8K	0.36%	60
2022 Q3	$658K	Sell	6,412 -2,411	-27%	-$252K	0.33%	60
2022 Q2	$930K	Buy	8,823 +648	+8%	+$67.4K	0.47%	48
2022 Q1	$848K	Sell	8,175 -360	-4%	-$38.1K	0.46%	51
2021 Q4	$916K	Buy	8,535 +35	+0.4%	+$3.76K	0.49%	49
2021 Q3	$913K	Sell	8,500 -146	-2%	-$15.7K	0.51%	50
2021 Q2	$934K	Sell	8,646 -34	-0.4%	-$3.67K	0.55%	41
2021 Q1	$937K	Sell	8,680 -34	-0.4%	-$3.67K	0.64%	36
2020 Q4	$942K	Buy	+8,714	New	+$940K	0.67%	29

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

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

BCGM Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 3.8% in Q2 2026, selling an estimated $15.3K and leaving 3,686 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #132.

BCGM Wealth Management first reported a position in SUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $942K in Q4 2020. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

BCGM Wealth Management held 3,686 shares of iShares Short-Term National Muni Bond ETF worth $392K as of Q2 2026.
BCGM Wealth Management sold 144 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $15.3K.
iShares Short-Term National Muni Bond ETF made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #132 holding.
BCGM Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
BCGM Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $942K in Q4 2020.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.