Code Waechter’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Code Waechter’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	$587K	Hold	5,514	–	–	0.3%	63
2026 Q1	$587K	Hold	5,514	–	–	0.35%	59
2025 Q4	$588K	Sell	5,514 -431	-7%	-$45.9K	0.38%	58
2025 Q3	$635K	Buy	5,945 +52	+0.9%	+$5.55K	0.41%	53
2025 Q2	$627K	Hold	5,893	–	–	0.45%	49
2025 Q1	$622K	Hold	5,893	–	–	0.51%	42
2024 Q4	$622K	Hold	5,893	–	–	0.54%	47
2024 Q3	$626K	Buy	+5,893	New	+$622K	0.6%	44

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

Code Waechter's SUB Position: Q2 2026 in Review

Code Waechter held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 5,514 shares worth $587K. The position accounts for 0.3% of the portfolio, ranked #63.

Code Waechter first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $635K in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Code Waechter held 5,514 shares of iShares Short-Term National Muni Bond ETF worth $587K as of Q2 2026.
Code Waechter left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.3% of Code Waechter's portfolio in Q2 2026, its #63 holding.
Code Waechter first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Code Waechter's iShares Short-Term National Muni Bond ETF position peaked at $635K in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.