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

EPG 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	$6.5K	Hold	61	–	–	﹤0.01%	293
2026 Q1	$6.5K	Hold	61	–	–	﹤0.01%	294
2025 Q4	$6.51K	Hold	61	–	–	﹤0.01%	289
2025 Q3	$6.51K	Hold	61	–	–	﹤0.01%	290
2025 Q2	$6.49K	Hold	61	–	–	﹤0.01%	285
2025 Q1	$6.44K	Hold	61	–	–	﹤0.01%	384
2024 Q4	$6.43K	Hold	61	–	–	﹤0.01%	390
2024 Q3	$6.48K	Buy	+61	New	+$6.44K	﹤0.01%	386
2024 Q2	–	Hold	0	–	–	–	407

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

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

EPG Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 61 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

EPG Wealth Management first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.51K in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

EPG Wealth Management held 61 shares of iShares Short-Term National Muni Bond ETF worth $6.5K as of Q2 2026.
EPG Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #293 holding.
EPG Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
EPG Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $6.51K in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.