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 Q2	$564K	Sell	5,294 -2,174	-29%	-$231K	0.01%	744
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 $1.55T 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

Brighton Jones LLC's SUB Position: Q2 2026 in Review

Brighton Jones LLC reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 29% in Q2 2026, selling an estimated $231K and leaving 5,294 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #744.

Brighton Jones LLC first reported a position in SUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.11M in Q3 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Brighton Jones LLC held 5,294 shares of iShares Short-Term National Muni Bond ETF worth $564K as of Q2 2026.
Brighton Jones LLC sold 2,174 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $231K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #744 holding.
Brighton Jones LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Brighton Jones LLC's iShares Short-Term National Muni Bond ETF position peaked at $1.11M in Q3 2025.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.