Creative Financial Designs’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Creative Financial Designs’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	$596K	Sell	5,598 -1,816	-24%	-$193K	0.03%	374
2026 Q1	$790K	Sell	7,414 -192	-3%	-$20.6K	0.05%	261
2025 Q4	$812K	Sell	7,606 -2,296	-23%	-$245K	0.05%	259
2025 Q3	$1.06M	Buy	9,902 +1,225	+14%	+$131K	0.07%	223
2025 Q2	$923K	Sell	8,677 -2,240	-21%	-$237K	0.07%	229
2025 Q1	$1.15M	Buy	10,917 +480	+5%	+$50.7K	0.09%	180
2024 Q4	$1.1M	Buy	10,437 +3,937	+61%	+$416K	0.09%	188
2024 Q3	$690K	Sell	6,500 -552	-8%	-$58.2K	0.06%	242
2024 Q2	$737K	Buy	7,052 +37	+0.5%	+$3.87K	0.07%	217
2024 Q1	$735K	Sell	7,015 -3,792	-35%	-$398K	0.07%	203
2023 Q4	$1.14M	Sell	10,807 -12,734	-54%	-$1.32M	0.12%	151
2023 Q3	$2.42M	Buy	23,541 +578	+3%	+$59.9K	0.28%	75
2023 Q2	$2.39M	Buy	22,963 +2,165	+10%	+$225K	0.28%	73
2023 Q1	$2.18M	Sell	20,798 -7,934	-28%	-$828K	0.29%	77
2022 Q4	$3M	Buy	28,732 +14,902	+108%	+$1.54M	0.44%	54
2022 Q3	$1.42M	Buy	13,830 +2,121	+18%	+$221K	0.23%	84
2022 Q2	$1.23M	Buy	11,709 +11,390	+3,571%	+$1.19M	0.2%	104
2022 Q1	$33K	Sell	319 -19,511	-98%	-$2.06M	0.01%	653
2021 Q4	$2.13M	Buy	19,830 +2,839	+17%	+$305K	0.32%	71
2021 Q3	$1.83M	Buy	16,991 +1,976	+13%	+$213K	0.3%	76
2021 Q2	$1.62M	Buy	15,015 +3,537	+31%	+$381K	0.28%	77
2021 Q1	$1.24M	Buy	11,478 +1,536	+15%	+$166K	0.24%	82
2020 Q4	$1.07M	Buy	9,942 +3,740	+60%	+$404K	0.23%	84
2020 Q3	$670K	Buy	6,202 +5,470	+747%	+$591K	0.17%	112
2020 Q2	$79K	Buy	+732	New	+$78.4K	0.02%	330

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

Creative Financial Designs's SUB Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 24% in Q2 2026, selling an estimated $193K and leaving 5,598 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #374.

Creative Financial Designs first reported a position in SUB in Q2 2020 and has held it in 25 quarters since. The position peaked at $3M in Q4 2022. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Creative Financial Designs held 5,598 shares of iShares Short-Term National Muni Bond ETF worth $596K as of Q2 2026.
Creative Financial Designs sold 1,816 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $193K.
iShares Short-Term National Muni Bond ETF made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #374 holding.
Creative Financial Designs first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2020 and has held it in 25 quarters since.
Creative Financial Designs's iShares Short-Term National Muni Bond ETF position peaked at $3M in Q4 2022.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.