Discipline Wealth Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Discipline Wealth Solutions’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	$698K	Buy	6,560 +1	+0%	+$106	0.06%	107
2026 Q1	$699K	Sell	6,559 -507	-7%	-$54.3K	0.07%	91
2025 Q4	$754K	Sell	7,066 -1,371	-16%	-$146K	0.14%	81
2025 Q3	$901K	Buy	8,437 +1,543	+22%	+$165K	0.24%	66
2025 Q2	$733K	Buy	+6,894	New	+$728K	0.28%	47

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

Discipline Wealth Solutions's SUB Position: Q2 2026 in Review

Discipline Wealth Solutions increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.02% in Q2 2026, buying an estimated $106 and bringing the position to 6,560 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #107.

Discipline Wealth Solutions first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $901K in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Discipline Wealth Solutions held 6,560 shares of iShares Short-Term National Muni Bond ETF worth $698K as of Q2 2026.
Discipline Wealth Solutions bought 1 iShares Short-Term National Muni Bond ETF share in Q2 2026, an estimated $106.
iShares Short-Term National Muni Bond ETF made up 0.06% of Discipline Wealth Solutions's portfolio in Q2 2026, its #107 holding.
Discipline Wealth Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's iShares Short-Term National Muni Bond ETF position peaked at $901K in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.