Essential Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Essential Planning’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	$307K	Buy	2,879 +333	+13%	+$35.4K	0.09%	75
2026 Q1	$271K	Sell	2,546 -94	-4%	-$10.1K	0.09%	78
2025 Q4	$282K	Hold	2,640	–	–	0.09%	80
2025 Q3	$282K	Hold	2,640	–	–	0.1%	72
2025 Q2	$281K	Hold	2,640	–	–	0.1%	70
2025 Q1	$279K	Sell	2,640 -167,010	-98%	-$17.7M	0.11%	67
2024 Q4	$17.9M	Buy	169,650 +167,040	+6,400%	+$17.6M	0.12%	61
2024 Q3	$277K	Hold	2,610	–	–	0.11%	67
2024 Q2	$273K	Hold	2,610	–	–	0.12%	58
2024 Q1	$275K	Hold	2,610	–	–	0.14%	53
2023 Q4	$275K	Hold	2,610	–	–	0.14%	53
2023 Q3	$268K	Sell	2,610 -435	-14%	-$45.1K	0.15%	46
2023 Q2	$317K	Buy	+3,045	New	+$317K	0.18%	41
2023 Q1	–	Sell	-2,183	Closed	-$224K	–	55
2022 Q4	$224K	Buy	+2,183	New	+$226K	0.17%	43

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

Essential Planning's SUB Position: Q2 2026 in Review

Essential Planning increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 13% in Q2 2026, buying an estimated $35.4K and bringing the position to 2,879 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #75.

Essential Planning first reported a position in SUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.9M in Q4 2024. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Essential Planning held 2,879 shares of iShares Short-Term National Muni Bond ETF worth $307K as of Q2 2026.
Essential Planning bought 333 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $35.4K.
iShares Short-Term National Muni Bond ETF made up 0.09% of Essential Planning's portfolio in Q2 2026, its #75 holding.
Essential Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Essential Planning's iShares Short-Term National Muni Bond ETF position peaked at $17.9M in Q4 2024.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.