Bridge Generations Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bridge Generations Wealth Management’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 Q1	$1.81M	Hold	17,025	–	–	1.04%	20
2025 Q4	$1.82M	Hold	17,025	–	–	1.12%	18
2025 Q3	$1.82M	Sell	17,025 -1,000	-6%	-$107K	1.21%	18
2025 Q2	$1.92M	Hold	18,025	–	–	1.16%	20
2025 Q1	$1.9M	Hold	18,025	–	–	1.2%	20
2024 Q4	$1.9M	Buy	+18,025	New	+$1.9M	1.26%	16

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bridge Generations Wealth Management's SUB Position: Q1 2026 in Review

Bridge Generations Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 17,025 shares worth $1.81M. The position accounts for 1.04% of the portfolio, ranked #20.

Bridge Generations Wealth Management first reported a position in SUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92M in Q2 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Bridge Generations Wealth Management held 17,025 shares of iShares Short-Term National Muni Bond ETF worth $1.81M as of Q1 2026.
Bridge Generations Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 1.04% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #20 holding.
Bridge Generations Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Bridge Generations Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $1.92M in Q2 2025.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.