Cornerstone Planning Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Cornerstone Planning 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	$11.1K	Sell	105 -159	-60%	-$16.9K	﹤0.01%	861
2026 Q1	$28K	Buy	264 +59	+29%	+$6.32K	﹤0.01%	564
2025 Q4	$21.9K	Sell	205 -15	-7%	-$1.6K	﹤0.01%	564
2025 Q3	$23.4K	Buy	220 +166	+307%	+$17.7K	﹤0.01%	530
2025 Q2	$5.79K	Sell	54 -32	-37%	-$3.38K	﹤0.01%	689
2025 Q1	$9.04K	Buy	+86	New	+$9.09K	﹤0.01%	599
2024 Q1	–	Sell	-255	Closed	-$26.9K	–	1186
2023 Q4	$26.9K	Sell	255 -354	-58%	-$36.8K	0.01%	280
2023 Q3	$62.7K	Sell	609 -925	-60%	-$95.9K	0.02%	153
2023 Q2	$160K	Buy	+1,534	New	+$160K	0.06%	99
2022 Q4	$189K	Buy	+1,796	New	+$186K	0.08%	102

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

Cornerstone Planning Group's SUB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 60% in Q2 2026, selling an estimated $16.9K and leaving 105 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Cornerstone Planning Group first reported a position in SUB in Q4 2022 and has held it in 10 quarters since. The position peaked at $189K in Q4 2022. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Cornerstone Planning Group held 105 shares of iShares Short-Term National Muni Bond ETF worth $11.1K as of Q2 2026.
Cornerstone Planning Group sold 159 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $16.9K.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #861 holding.
Cornerstone Planning Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 10 quarters since.
Cornerstone Planning Group's iShares Short-Term National Muni Bond ETF position peaked at $189K in Q4 2022.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.