Brewster Financial Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Brewster Financial Planning’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	$3.41M	Buy	32,011 +4,573	+17%	+$487K	1.87%	8
2026 Q1	$2.92M	Buy	27,438 +2,607	+10%	+$279K	1.77%	8
2025 Q4	$2.65M	Buy	24,831 +3,584	+17%	+$382K	1.63%	8
2025 Q3	$2.27M	Buy	21,247 +5,651	+36%	+$603K	1.43%	8
2025 Q2	$1.66M	Buy	15,596 +1,500	+11%	+$158K	1.12%	9
2025 Q1	$1.49M	Buy	14,096 +3,991	+39%	+$422K	1.1%	9
2024 Q4	$1.07M	Buy	10,105 +5,684	+129%	+$600K	0.81%	10
2024 Q3	$469K	Buy	4,421 +2,502	+130%	+$264K	0.36%	13
2024 Q2	$201K	Buy	+1,919	New	+$200K	0.17%	19

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

Brewster Financial Planning's SUB Position: Q2 2026 in Review

Brewster Financial Planning increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, buying an estimated $487K and bringing the position to 32,011 shares worth $3.41M. The position accounts for 1.87% of the portfolio, ranked #8.

Brewster Financial Planning first reported a position in SUB in Q2 2024 and has held it in 9 quarters since. 907 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Brewster Financial Planning held 32,011 shares of iShares Short-Term National Muni Bond ETF worth $3.41M as of Q2 2026.
Brewster Financial Planning bought 4,573 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $487K.
iShares Short-Term National Muni Bond ETF made up 1.87% of Brewster Financial Planning's portfolio in Q2 2026, its #8 holding.
Brewster Financial Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
907 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.