Financial Management Professionals’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Management Professionals’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	$2.24K	Buy	+21	New	+$2.23K	﹤0.01%	780
2025 Q4	–	Sell	-844	Closed	-$90.1K	–	1026
2025 Q3	$90.1K	Hold	844	–	–	0.01%	211
2025 Q2	$89.8K	Buy	+844	New	+$89.2K	0.01%	199
2023 Q2	–	Sell	-8,501	Closed	-$890K	–	1099
2023 Q1	$890K	Buy	8,501 +8,213	+2,852%	+$857K	0.17%	47
2022 Q4	$30K	Buy	+288	New	+$29.8K	0.01%	300
2022 Q3	–	Sell	-8,725	Closed	-$913K	–	1100
2022 Q2	$913K	Sell	8,725 -2,225	-20%	-$231K	0.22%	43
2022 Q1	$1.15M	Buy	+10,950	New	+$1.16M	0.25%	40
2020 Q1	–	Sell	-300	Closed	-$32K	–	362
2019 Q4	$32K	Sell	300 -100	-25%	-$10.7K	0.01%	126
2019 Q3	$43K	Hold	400	–	–	0.02%	105
2019 Q2	$43K	Hold	400	–	–	0.02%	106
2019 Q1	$42K	Hold	400	–	–	0.02%	98
2018 Q4	$42K	Hold	400	–	–	0.03%	89
2018 Q3	$42K	Hold	400	–	–	0.02%	97
2018 Q2	$42K	Hold	400	–	–	0.02%	101
2018 Q1	$42K	Buy	+400	New	+$42K	0.02%	101

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

Financial Management Professionals's SUB Position: Q2 2026 in Review

Financial Management Professionals opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 21 shares worth $2.24K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in SUB as recently as Q3 2025.

Financial Management Professionals first reported a position in SUB in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.15M in Q1 2022. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Financial Management Professionals held 21 shares of iShares Short-Term National Muni Bond ETF worth $2.24K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Financial Management Professionals position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #780 holding.
Financial Management Professionals first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2018 and has held it in 15 quarters since.
Financial Management Professionals's iShares Short-Term National Muni Bond ETF position peaked at $1.15M in Q1 2022.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.