Diversify Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Diversify Wealth Management’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	$866K	Buy	8,160 +329	+4%	+$35K	0.01%	686
2026 Q1	$834K	Buy	7,831 +3,705	+90%	+$397K	0.01%	656
2025 Q4	$442K	Buy	+4,126	New	+$440K	0.02%	467

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

Diversify Wealth Management's SUB Position: Q2 2026 in Review

Diversify Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.2% in Q2 2026, buying an estimated $35K and bringing the position to 8,160 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #686.

Diversify Wealth Management first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Diversify Wealth Management held 8,160 shares of iShares Short-Term National Muni Bond ETF worth $866K as of Q2 2026.
Diversify Wealth Management bought 329 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $35K.
iShares Short-Term National Muni Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #686 holding.
Diversify Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.