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

Catalyst 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	$1.52M	Sell	14,264 -1,200	-8%	-$128K	0.18%	67
2025 Q4	$1.65M	Buy	15,464 +10,490	+211%	+$1.12M	0.18%	59
2025 Q3	$531K	Sell	4,974 -145	-3%	-$15.5K	0.06%	158
2025 Q2	$544K	Sell	5,119 -5,325	-51%	-$562K	0.06%	155
2025 Q1	$1.1M	Sell	10,444 -2,878	-22%	-$304K	0.2%	59
2024 Q4	$1.41M	Buy	13,322 +1,784	+15%	+$188K	0.26%	46
2024 Q3	$1.23M	Buy	11,538 +833	+8%	+$87.9K	0.24%	53
2024 Q2	$1.12M	Sell	10,705 -128	-1%	-$13.4K	0.25%	51
2024 Q1	$1.13M	Sell	10,833 -20,418	-65%	-$2.14M	0.29%	43
2023 Q4	$3.29M	Sell	31,251 -37,909	-55%	-$3.94M	0.93%	18
2023 Q3	$7.11M	Buy	69,160 +5,748	+9%	+$596K	2.3%	10
2023 Q2	$6.6M	Buy	63,412 +7,992	+14%	+$832K	2.35%	10
2023 Q1	$5.8M	Buy	55,420 +14,496	+35%	+$1.51M	2.48%	9
2022 Q4	$4.27M	Buy	+40,924	New	+$4.24M	2.19%	12

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

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

Catalyst Financial Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.8% in Q1 2026, selling an estimated $128K and leaving 14,264 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #67.

Catalyst Financial Partners first reported a position in SUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.11M in Q3 2023. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Catalyst Financial Partners held 14,264 shares of iShares Short-Term National Muni Bond ETF worth $1.52M as of Q1 2026.
Catalyst Financial Partners sold 1,200 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $128K.
iShares Short-Term National Muni Bond ETF made up 0.18% of Catalyst Financial Partners's portfolio in Q1 2026, its #67 holding.
Catalyst Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's iShares Short-Term National Muni Bond ETF position peaked at $7.11M in Q3 2023.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

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