Facet Wealth Inc’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Facet Wealth 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	$306K	Buy	+2,870	New	+$307K	0.01%	255

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

Facet Wealth Inc's SUB Position: Q1 2026 in Review

Facet Wealth Inc opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026: 2,870 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings.

883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Facet Wealth Inc held 2,870 shares of iShares Short-Term National Muni Bond ETF worth $306K as of Q1 2026.
iShares Short-Term National Muni Bond ETF was a new Facet Wealth Inc position in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #255 holding.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.