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

Beaird Harris 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	$1.89M	Sell	17,770 -517	-3%	-$55K	0.12%	58
2026 Q1	$1.95M	Sell	18,287 -489	-3%	-$52.3K	0.13%	57
2025 Q4	$2M	Buy	18,776 +657	+4%	+$70K	0.14%	55
2025 Q3	$1.93M	Buy	18,119 +205	+1%	+$21.9K	0.14%	57
2025 Q2	$1.9M	Sell	17,914 -1,334	-7%	-$141K	0.15%	56
2025 Q1	$2.03M	Sell	19,248 -1,550	-7%	-$164K	0.17%	49
2024 Q4	$2.19M	Sell	20,798 -81	-0.4%	-$8.55K	0.19%	48
2024 Q3	$2.22M	Buy	20,879 +548	+3%	+$57.8K	0.19%	46
2024 Q2	$2.13M	Sell	20,331 -1,589	-7%	-$166K	0.2%	47
2024 Q1	$2.3M	Sell	21,920 -2,045	-9%	-$215K	0.22%	43
2023 Q4	$2.53M	Sell	23,965 -6,740	-22%	-$701K	0.27%	39
2023 Q3	$3.16M	Buy	30,705 +4,231	+16%	+$439K	0.38%	33
2023 Q2	$2.75M	Buy	26,474 +9,533	+56%	+$992K	0.33%	33
2023 Q1	$1.77M	Buy	16,941 +14,504	+595%	+$1.51M	0.32%	33
2022 Q4	$254K	Buy	+2,437	New	+$252K	0.05%	78

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

Beaird Harris Wealth Management's SUB Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.8% in Q2 2026, selling an estimated $55K and leaving 17,770 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #58.

Beaird Harris Wealth Management first reported a position in SUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.16M in Q3 2023. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Beaird Harris Wealth Management held 17,770 shares of iShares Short-Term National Muni Bond ETF worth $1.89M as of Q2 2026.
Beaird Harris Wealth Management sold 517 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $55K.
iShares Short-Term National Muni Bond ETF made up 0.12% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #58 holding.
Beaird Harris Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Beaird Harris Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $3.16M in Q3 2023.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.