Concord Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Concord Wealth 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 Q2	$106	Buy	+1	New	+$106	﹤0.01%	861
2026 Q1	–	Sell	-1	Closed	-$107	–	714
2025 Q4	$107	Buy	+1	New	+$107	﹤0.01%	819
2023 Q4	–	Sell	-594	Closed	-$61.1K	–	1005
2023 Q3	$61.1K	Sell	594 -7	-1%	-$726	0.01%	352
2023 Q2	$62.5K	Buy	601 +2	+0.3%	+$208	0.01%	331
2023 Q1	$62.7K	Sell	599 -8	-1%	-$835	0.02%	315
2022 Q4	$63.3K	Buy	+607	New	+$62.8K	0.02%	328
2022 Q3	–	Sell	-605	Closed	-$63K	–	1023
2022 Q2	$63K	Buy	605 +1	+0.2%	+$104	0.02%	330
2022 Q1	$63K	Hold	604	–	–	0.02%	390
2021 Q4	$65K	Buy	+604	New	+$64.9K	0.02%	405

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

Concord Wealth Partners's SUB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 1 share worth $106. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SUB as recently as Q4 2025.

Concord Wealth Partners first reported a position in SUB in Q4 2021 and has held it in 9 quarters since. The position peaked at $65K in Q4 2021. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Concord Wealth Partners held 1 share of iShares Short-Term National Muni Bond ETF worth $106 as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #861 holding.
Concord Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 9 quarters since.
Concord Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $65K in Q4 2021.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.