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

BCS 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	$244K	Hold	2,292	–	–	0.04%	249
2026 Q1	$244K	Sell	2,292 -2,292	-50%	-$245K	0.05%	228
2025 Q4	$489K	Buy	4,584 +2,292	+100%	+$244K	0.05%	227
2025 Q3	$245K	Hold	2,292	–	–	0.06%	216
2025 Q2	$244K	Hold	2,292	–	–	0.05%	227
2025 Q1	$242K	Hold	2,292	–	–	0.06%	217
2024 Q4	$242K	Buy	+2,292	New	+$242K	0.06%	222
2024 Q2	–	Sell	-2,292	Closed	-$240K	–	219
2024 Q1	$240K	Hold	2,292	–	–	0.08%	212
2023 Q4	$242K	Hold	2,292	–	–	0.09%	188
2023 Q3	$236K	Buy	+2,292	New	+$238K	0.1%	173
2023 Q2	–	Sell	-5,516	Closed	-$577K	–	164
2023 Q1	$577K	Buy	5,516 +2,724	+98%	+$284K	0.26%	75
2022 Q4	$291K	Sell	2,792 -480	-15%	-$49.7K	0.12%	147
2022 Q3	$336K	Hold	3,272	–	–	0.16%	134
2022 Q2	$342K	Hold	3,272	–	–	0.15%	125
2022 Q1	$342K	Hold	3,272	–	–	0.14%	136
2021 Q4	$351K	Hold	3,272	–	–	0.13%	141
2021 Q3	$352K	Hold	3,272	–	–	0.15%	126
2021 Q2	$353K	Hold	3,272	–	–	0.19%	102
2021 Q1	$353K	Hold	3,272	–	–	0.17%	110
2020 Q4	$354K	Hold	3,272	–	–	0.18%	97
2020 Q3	$354K	Hold	3,272	–	–	0.2%	90
2020 Q2	$353K	Hold	3,272	–	–	0.21%	90
2020 Q1	$348K	Hold	3,272	–	–	0.24%	76
2019 Q4	$349K	Buy	+3,272	New	+$349K	0.23%	76

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

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

BCS Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,292 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #249.

BCS Wealth Management first reported a position in SUB in Q4 2019 and has held it in 24 quarters since. The position peaked at $577K in Q1 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

BCS Wealth Management held 2,292 shares of iShares Short-Term National Muni Bond ETF worth $244K as of Q2 2026.
BCS Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #249 holding.
BCS Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 24 quarters since.
BCS Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $577K in Q1 2023.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.