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Burling Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Burling Wealth Partners’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 		– Sell
-2,710
Closed -$289K – 186
2025
Q4 		$289K Buy
+2,710
New +$289K 0.04% 163

Other funds holding SUB

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Burling Wealth Partners's SUB Position: Q1 2026 in Review

Burling Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 2,710 shares — an estimated $289K sold.

Burling Wealth Partners first reported a position in SUB in Q4 2025 and held it in 1 quarter. The position peaked at $289K in Q4 2025. 890 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Burling Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Burling Wealth Partners sold 2,710 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $289K.
  • Burling Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Burling Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $289K in Q4 2025.
  • 890 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.