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

Elmwood 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	$7.74M	Sell	72,656 -3,040	-4%	-$324K	1.93%	10
2026 Q1	$8.06M	Buy	75,696 +12,738	+20%	+$1.36M	2.23%	7
2025 Q4	$6.72M	Buy	62,958 +1,535	+2%	+$164K	2.12%	9
2025 Q3	$6.56M	Sell	61,423 -1,800	-3%	-$192K	2.32%	8
2025 Q2	$6.72M	Buy	63,223 +2,582	+4%	+$273K	2.67%	5
2025 Q1	$6.4M	Buy	60,641 +1,212	+2%	+$128K	2.63%	5
2024 Q4	$6.27M	Buy	59,429 +3,649	+7%	+$385K	2.53%	5
2024 Q3	$5.92M	Sell	55,780 -4,232	-7%	-$447K	2.44%	7
2024 Q2	$6.27M	Buy	60,012 +495	+0.8%	+$51.7K	2.79%	6
2024 Q1	$6.23M	Buy	59,517 +1,200	+2%	+$126K	2.67%	6
2023 Q4	$6.15M	Sell	58,317 -917	-2%	-$95.4K	4.31%	2
2023 Q3	$6.09M	Buy	59,234 +5,864	+11%	+$608K	2.94%	5
2023 Q2	$5.55M	Buy	53,370 +15,772	+42%	+$1.64M	2.59%	7
2023 Q1	$3.94M	Hold	37,598	–	–	1.86%	9
2022 Q4	$3.92M	Buy	37,598 +14,164	+60%	+$1.47M	1.96%	8
2022 Q3	$2.41M	Buy	23,434 +1,350	+6%	+$141K	1.2%	25
2022 Q2	$2.31M	Sell	22,084 -2,600	-11%	-$271K	1.31%	26
2022 Q1	$2.58M	Buy	24,684 +2,000	+9%	+$212K	1.32%	24
2021 Q4	$2.44M	Buy	+22,684	New	+$2.44M	1.16%	29
2021 Q2	$1.74M	Buy	16,139 +1,420	+10%	+$153K	0.92%	35
2021 Q1	$1.59M	Buy	+14,719	New	+$1.59M	0.97%	35
2020 Q3	$1.36M	Hold	12,589	–	–	1.1%	27
2020 Q2	$1.36M	Sell	12,589 -2,246	-15%	-$240K	1.1%	27
2020 Q1	$1.56M	Buy	14,835 +3,246	+28%	+$345K	1.49%	17
2019 Q4	$1.24M	Buy	11,589 +100	+0.9%	+$10.7K	1.08%	29
2019 Q3	$1.22M	Sell	11,489 -200	-2%	-$21.4K	1.24%	26
2019 Q2	$1.25M	Sell	11,689 -970	-8%	-$103K	1.1%	29
2019 Q1	$1.34M	Buy	12,659 +1,850	+17%	+$195K	1.24%	26
2018 Q4	$1.14M	Sell	10,809 -4,766	-31%	-$499K	1.1%	31
2018 Q3	$1.63M	Sell	15,575 -260	-2%	-$27.3K	1.35%	22
2018 Q2	$1.66M	Buy	15,835 +1,000	+7%	+$105K	1.51%	17
2018 Q1	$1.56M	Buy	+14,835	New	+$1.56M	1.49%	17

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

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

Elmwood Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 4% in Q2 2026, selling an estimated $324K and leaving 72,656 shares worth $7.74M. The position accounts for 1.93% of the portfolio, ranked #10.

Elmwood Wealth Management first reported a position in SUB in Q1 2018 and has held it in 32 quarters since. The position peaked at $8.06M in Q1 2026. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Elmwood Wealth Management held 72,656 shares of iShares Short-Term National Muni Bond ETF worth $7.74M as of Q2 2026.
Elmwood Wealth Management sold 3,040 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $324K.
iShares Short-Term National Muni Bond ETF made up 1.93% of Elmwood Wealth Management's portfolio in Q2 2026, its #10 holding.
Elmwood Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2018 and has held it in 32 quarters since.
Elmwood Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $8.06M in Q1 2026.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.