Caliber Wealth Management (Kansas)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Caliber Wealth Management (Kansas)’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	–	Sell	-2,068	Closed	-$220K	–	312
2026 Q1	$220K	Sell	2,068 -1,728	-46%	-$185K	0.02%	254
2025 Q4	$405K	Sell	3,796 -806	-18%	-$85.9K	0.04%	193
2025 Q3	$491K	Sell	4,602 -1,393	-23%	-$149K	0.05%	173
2025 Q2	$637K	Sell	5,995 -963	-14%	-$102K	0.07%	165
2025 Q1	$735K	Buy	+6,958	New	+$736K	0.1%	141

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

Caliber Wealth Management (Kansas)'s SUB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 2,068 shares — an estimated $220K sold.

Caliber Wealth Management (Kansas) first reported a position in SUB in Q1 2025 and held it in 5 quarters. The position peaked at $735K in Q1 2025. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Caliber Wealth Management (Kansas) reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Caliber Wealth Management (Kansas) sold 2,068 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $220K.
Caliber Wealth Management (Kansas) first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2025 and held it in 5 quarters.
Caliber Wealth Management (Kansas)'s iShares Short-Term National Muni Bond ETF position peaked at $735K in Q1 2025.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.