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

Brown Wealth Management's SUB Position: Q2 2026 in Review

Brown Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 8.2% in Q2 2026, buying an estimated $1.35M and bringing the position to 168,105 shares worth $17.9M. The position accounts for 4% of the portfolio, ranked #7.

Brown Wealth Management first reported a position in SUB in Q2 2023 and has held it in 13 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

• Brown Wealth Management held 168,105 shares of iShares Short-Term National Muni Bond ETF worth $17.9M as of Q2 2026.
• Brown Wealth Management bought 12,707 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.35M.
• iShares Short-Term National Muni Bond ETF made up 4% of Brown Wealth Management's portfolio in Q2 2026, its #7 holding.
• Brown Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
• 910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.