Cascade Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cascade Financial 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	$5.22M	Buy	49,032 +9,679	+25%	+$1.04M	0.54%	43
2025 Q4	$4.2M	Buy	39,353 +9,451	+32%	+$1.01M	0.43%	54
2025 Q3	$3.19M	Buy	29,902 +1,090	+4%	+$116K	0.37%	57
2025 Q2	$3.06M	Buy	28,812 +1,314	+5%	+$139K	0.37%	56
2025 Q1	$2.9M	Buy	27,498 +9,986	+57%	+$1.06M	0.37%	55
2024 Q4	$1.85M	Buy	17,512 +11,182	+177%	+$1.18M	0.24%	66
2024 Q3	$670K	Buy	6,330 +85	+1%	+$8.97K	0.08%	127
2024 Q2	$653K	Sell	6,245 -5,385	-46%	-$563K	0.09%	123
2024 Q1	$1.21M	Buy	+11,630	New	+$1.22M	0.17%	86

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cascade Financial Partners's SUB Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 25% in Q1 2026, buying an estimated $1.04M and bringing the position to 49,032 shares worth $5.22M. The position accounts for 0.54% of the portfolio, ranked #43.

Cascade Financial Partners first reported a position in SUB in Q1 2024 and has held it in 9 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Cascade Financial Partners held 49,032 shares of iShares Short-Term National Muni Bond ETF worth $5.22M as of Q1 2026.
Cascade Financial Partners bought 9,679 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $1.04M.
iShares Short-Term National Muni Bond ETF made up 0.54% of Cascade Financial Partners's portfolio in Q1 2026, its #43 holding.
Cascade Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.