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Chris Bulman’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Chris Bulman’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 		$359K Buy
+3,370
New +$359K 0.13% 105
2024
Q3 		– Sell
-802
Closed -$83.8K – 347
2024
Q2 		$83.8K Buy
+802
New +$83.8K 0.06% 149

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

Chris Bulman's SUB Position: Q2 2026 in Review

Chris Bulman opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 3,370 shares worth $359K. The stake represents 0.13% of the portfolio and ranks #105 among its holdings. This is a return to the name: Chris Bulman previously reported a position in SUB as recently as Q2 2024.

Chris Bulman first reported a position in SUB in Q2 2024 and has held it in 2 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Chris Bulman held 3,370 shares of iShares Short-Term National Muni Bond ETF worth $359K as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Chris Bulman position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.13% of Chris Bulman's portfolio in Q2 2026, its #105 holding.
  • Chris Bulman first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.