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

BIP Wealth’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	$25.5M	Buy	239,389 +143,717	+150%	+$15.3M	0.72%	33
2026 Q1	$10.2M	Sell	95,672 -82,337	-46%	-$8.81M	0.41%	49
2025 Q4	$19M	Buy	178,009 +6,952	+4%	+$741K	0.67%	33
2025 Q3	$18.3M	Buy	171,057 +132,053	+339%	+$14.1M	0.9%	26
2025 Q2	$4.15M	Buy	39,004 +12,950	+50%	+$1.37M	0.26%	51
2025 Q1	$2.75M	Buy	26,054 +5,403	+26%	+$571K	0.18%	60
2024 Q4	$2.18M	Buy	20,651 +621	+3%	+$65.6K	0.15%	60
2024 Q3	$2.13M	Buy	20,030 +6,064	+43%	+$640K	0.14%	60
2024 Q2	$1.46M	Sell	13,966 -2,989	-18%	-$312K	0.12%	64
2024 Q1	$1.78M	Sell	16,955 -946	-5%	-$99.3K	0.13%	63
2023 Q4	$1.89M	Sell	17,901 -5,291	-23%	-$550K	0.15%	58
2023 Q3	$2.39M	Sell	23,192 -1,152	-5%	-$119K	0.22%	49
2023 Q2	$2.53M	Sell	24,344 -1,826	-7%	-$190K	0.21%	49
2023 Q1	$2.74M	Buy	+26,170	New	+$2.73M	0.3%	49

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

BIP Wealth's SUB Position: Q2 2026 in Review

BIP Wealth increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 150% in Q2 2026, buying an estimated $15.3M and bringing the position to 239,389 shares worth $25.5M. The position accounts for 0.72% of the portfolio, ranked #33.

BIP Wealth first reported a position in SUB in Q1 2023 and has held it in 14 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

BIP Wealth held 239,389 shares of iShares Short-Term National Muni Bond ETF worth $25.5M as of Q2 2026.
BIP Wealth bought 143,717 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $15.3M.
iShares Short-Term National Muni Bond ETF made up 0.72% of BIP Wealth's portfolio in Q2 2026, its #33 holding.
BIP Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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