BWM Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

BWM Planning’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	$4.35M	Buy	40,832 +4,476	+12%	+$476K	1.01%	21
2026 Q1	$3.87M	Buy	36,356 +10,550	+41%	+$1.13M	1.02%	23
2025 Q4	$2.75M	Buy	25,806 +17,080	+196%	+$1.82M	0.74%	30
2025 Q3	$932K	Buy	8,726 +1,441	+20%	+$154K	0.28%	46
2025 Q2	$775K	Sell	7,285 -49	-0.7%	-$5.18K	0.27%	47
2025 Q1	$774K	Buy	7,334 +792	+12%	+$83.7K	0.33%	45
2024 Q4	$690K	Buy	+6,542	New	+$691K	0.3%	49

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

BWM Planning's SUB Position: Q2 2026 in Review

BWM Planning increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 12% in Q2 2026, buying an estimated $476K and bringing the position to 40,832 shares worth $4.35M. The position accounts for 1.01% of the portfolio, ranked #21.

BWM Planning first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

BWM Planning held 40,832 shares of iShares Short-Term National Muni Bond ETF worth $4.35M as of Q2 2026.
BWM Planning bought 4,476 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $476K.
iShares Short-Term National Muni Bond ETF made up 1.01% of BWM Planning's portfolio in Q2 2026, its #21 holding.
BWM Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.