Blake Schutter Theil Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$808K	Hold	7,593	–	–	0.55%	41
2026 Q1	$809K	Hold	7,593	–	–	0.66%	35
2025 Q4	$810K	Hold	7,593	–	–	0.67%	33
2025 Q3	$811K	Hold	7,593	–	–	0.8%	31
2025 Q2	$807K	Hold	7,593	–	–	0.92%	27
2025 Q1	$802K	Hold	7,593	–	–	0.91%	30
2024 Q4	$801K	Hold	7,593	–	–	0.85%	27
2024 Q3	$806K	Buy	+7,593	New	+$801K	0.58%	50

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

Blake Schutter Theil Wealth Advisors's SUB Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 7,593 shares worth $808K. The position accounts for 0.55% of the portfolio, ranked #41.

Blake Schutter Theil Wealth Advisors first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $811K in Q3 2025. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 7,593 shares of iShares Short-Term National Muni Bond ETF worth $808K as of Q2 2026.
Blake Schutter Theil Wealth Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.55% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $811K in Q3 2025.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.