Brady Martz Wealth Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Brady Martz Wealth Solutions’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	$548K	Sell	5,148 -1,774	-26%	-$189K	0.08%	142
2026 Q1	$737K	Buy	6,922 +449	+7%	+$48.1K	0.13%	110
2025 Q4	$691K	Sell	6,473 -96	-1%	-$10.2K	0.12%	112
2025 Q3	$701K	Sell	6,569 -3,103	-32%	-$331K	0.13%	105
2025 Q2	$1.03M	Buy	9,672 +43	+0.4%	+$4.54K	0.2%	90
2025 Q1	$1.02M	Buy	9,629 +1,334	+16%	+$141K	0.23%	86
2024 Q4	$873K	Buy	+8,295	New	+$876K	0.21%	89

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

Brady Martz Wealth Solutions's SUB Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 26% in Q2 2026, selling an estimated $189K and leaving 5,148 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #142.

Brady Martz Wealth Solutions first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q2 2025. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Brady Martz Wealth Solutions held 5,148 shares of iShares Short-Term National Muni Bond ETF worth $548K as of Q2 2026.
Brady Martz Wealth Solutions sold 1,774 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $189K.
iShares Short-Term National Muni Bond ETF made up 0.08% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #142 holding.
Brady Martz Wealth Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's iShares Short-Term National Muni Bond ETF position peaked at $1.03M in Q2 2025.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.