Diversified Portfolios Inc’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Diversified Portfolios Inc’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 Q1	$4.6M	Sell	43,164 -3,765	-8%	-$403K	0.38%	44
2025 Q4	$5.01M	Sell	46,929 -13,628	-23%	-$1.45M	0.42%	44
2025 Q3	$6.47M	Hold	60,557	–	–	0.57%	35
2025 Q2	$6.44M	Buy	60,557 +12,881	+27%	+$1.36M	0.61%	33
2025 Q1	$5.03M	Sell	47,676 -711	-1%	-$75.2K	0.53%	39
2024 Q4	$5.1M	Buy	48,387 +2,666	+6%	+$282K	0.56%	40
2024 Q3	$4.86M	Sell	45,721 -4,210	-8%	-$444K	0.55%	38
2024 Q2	$5.22M	Sell	49,931 -1,344	-3%	-$140K	0.69%	32
2024 Q1	$5.37M	Buy	51,275 +273	+0.5%	+$28.7K	0.76%	31
2023 Q4	$5.38M	Buy	51,002 +87	+0.2%	+$9.05K	0.85%	27
2023 Q3	$5.24M	Buy	50,915 +6,371	+14%	+$661K	0.99%	23
2023 Q2	$4.63M	Buy	44,544 +21,661	+95%	+$2.25M	0.93%	25
2023 Q1	$2.4M	Buy	22,883 +3,185	+16%	+$333K	0.53%	32
2022 Q4	$2.05M	Sell	19,698 -29,076	-60%	-$3.01M	0.47%	31
2022 Q3	$5.01M	Buy	48,774 +3,644	+8%	+$380K	1.35%	18
2022 Q2	$4.72M	Sell	45,130 -28,265	-39%	-$2.94M	1.32%	17
2022 Q1	$7.68M	Buy	+73,395	New	+$7.77M	1.84%	14

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Diversified Portfolios Inc's SUB Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 8% in Q1 2026, selling an estimated $403K and leaving 43,164 shares worth $4.6M. The position accounts for 0.38% of the portfolio, ranked #44.

Diversified Portfolios Inc first reported a position in SUB in Q1 2022 and has held it in 17 quarters since. The position peaked at $7.68M in Q1 2022. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Diversified Portfolios Inc held 43,164 shares of iShares Short-Term National Muni Bond ETF worth $4.6M as of Q1 2026.
Diversified Portfolios Inc sold 3,765 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $403K.
iShares Short-Term National Muni Bond ETF made up 0.38% of Diversified Portfolios Inc's portfolio in Q1 2026, its #44 holding.
Diversified Portfolios Inc first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 17 quarters since.
Diversified Portfolios Inc's iShares Short-Term National Muni Bond ETF position peaked at $7.68M in Q1 2022.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.