BWL
SUB icon

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

Bogart Wealth LLC’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 		$9.69K Buy
+91
New +$9.69K ﹤0.01% 1013
2021
Q1 		– Sell
-1,149
Closed -$124K – 667
2020
Q4 		$124K Hold
1,149
– – 0.02% 149
2020
Q3 		$124K Buy
+1,149
New +$124K 0.03% 143

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bogart Wealth LLC's SUB Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 91 shares worth $9.69K. The stake represents ﹤0.01% of the portfolio and ranks #1013 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in SUB as recently as Q4 2020.

Bogart Wealth LLC first reported a position in SUB in Q3 2020 and has held it in 3 quarters since. The position peaked at $124K in Q4 2020. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Bogart Wealth LLC held 91 shares of iShares Short-Term National Muni Bond ETF worth $9.69K as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Bogart Wealth LLC position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1013 holding.
  • Bogart Wealth LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 3 quarters since.
  • Bogart Wealth LLC's iShares Short-Term National Muni Bond ETF position peaked at $124K in Q4 2020.
  • 915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.