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Chicago Partners Investment Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Chicago Partners Investment Group’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 		$1.51M Sell
14,318
-3,341
-19% -$356K 0.03% 472
2026
Q1 		$1.88M Buy
17,659
+26
+0.1% +$2.78K 0.04% 346
2025
Q4 		$1.89M Buy
17,633
+3,349
+23% +$357K 0.05% 301
2025
Q3 		$1.52M Sell
14,284
-186
-1% -$19.9K 0.04% 327
2025
Q2 		$1.54M Buy
14,470
+332
+2% +$35.1K 0.04% 310
2025
Q1 		$1.49M Sell
14,138
-4,100
-22% -$433K 0.05% 284
2024
Q4 		$1.92M Buy
18,238
+2,231
+14% +$236K 0.06% 229
2024
Q3 		$1.69M Sell
16,007
-10,048
-39% -$1.06M 0.06% 244
2024
Q2 		$2.74M Sell
26,055
-1,522
-6% -$159K 0.11% 163
2024
Q1 		$2.88M Sell
27,577
-1,346
-5% -$141K 0.12% 147
2023
Q4 		$3.03M Sell
28,923
-1,968
-6% -$205K 0.14% 138
2023
Q3 		$3.18M Sell
30,891
-1,972
-6% -$205K 0.17% 122
2023
Q2 		$3.41M Sell
32,863
-2,954
-8% -$307K 0.18% 123
2023
Q1 		$3.74M Buy
35,817
+465
+1% +$48.5K 0.22% 108
2022
Q4 		$3.7M Buy
35,352
+17,870
+102% +$1.85M 0.23% 102
2022
Q3 		$1.8M Buy
17,482
+4,601
+36% +$480K 0.13% 150
2022
Q2 		$1.36M Buy
12,881
+9,627
+296% +$1M 0.1% 186
2022
Q1 		$337K Buy
3,254
+1
+0% +$106 0.03% 399
2021
Q4 		$343K Buy
3,253
+327
+11% +$35.1K 0.02% 412
2021
Q3 		$314K Buy
+2,926
New +$316K 0.02% 430

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Chicago Partners Investment Group's SUB Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 19% in Q2 2026, selling an estimated $356K and leaving 14,318 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #472.

Chicago Partners Investment Group first reported a position in SUB in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.74M in Q1 2023. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Chicago Partners Investment Group held 14,318 shares of iShares Short-Term National Muni Bond ETF worth $1.51M as of Q2 2026.
  • Chicago Partners Investment Group sold 3,341 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $356K.
  • iShares Short-Term National Muni Bond ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #472 holding.
  • Chicago Partners Investment Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Chicago Partners Investment Group's iShares Short-Term National Muni Bond ETF position peaked at $3.74M in Q1 2023.
  • 910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.