Brighton Jones LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Brighton Jones 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 Q1	$795K	Buy	+7,468	New	+$799K	0.02%	536
2025 Q4	–	Sell	-10,392	Closed	-$1.11M	–	837
2025 Q3	$1.11M	Buy	10,392 +2,559	+33%	+$273K	0.03%	373
2025 Q2	$833K	Sell	7,833 -488	-6%	-$51.5K	0.02%	372
2025 Q1	$879K	Sell	8,321 -203	-2%	-$21.5K	0.03%	287
2024 Q4	$899K	Buy	8,524 +4,904	+135%	+$518K	0.03%	283
2024 Q3	$384K	Sell	3,620 -5,405	-60%	-$570K	0.01%	373
2024 Q2	$944K	Buy	9,025 +19	+0.2%	+$1.99K	0.03%	238
2024 Q1	$943K	Sell	9,006 -144	-2%	-$15.1K	0.03%	228
2023 Q4	$965K	Sell	9,150 -1	-0%	-$104	0.04%	211
2023 Q3	$941K	Buy	9,151 +4	+0%	+$415	0.05%	190
2023 Q2	$952K	Sell	9,147 -1,357	-13%	-$141K	0.05%	194
2023 Q1	$1.1M	Buy	+10,504	New	+$1.1M	0.06%	167

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 $609B AUM 40.19% 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 $303B AUM 53.02% 1-Year Est. Return

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

Brighton Jones LLC's SUB Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026: 7,468 shares worth $795K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in SUB as recently as Q3 2025.

Brighton Jones LLC first reported a position in SUB in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.11M in Q3 2025. 886 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Brighton Jones LLC held 7,468 shares of iShares Short-Term National Muni Bond ETF worth $795K as of Q1 2026.
iShares Short-Term National Muni Bond ETF was a new Brighton Jones LLC position in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #536 holding.
Brighton Jones LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 12 quarters since.
Brighton Jones LLC's iShares Short-Term National Muni Bond ETF position peaked at $1.11M in Q3 2025.
886 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.