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

Financial Network 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 Q1	$1.64M	Hold	15,362	–	–	0.52%	30
2025 Q4	$1.64M	Hold	15,362	–	–	0.5%	30
2025 Q3	$1.63M	Buy	+15,362	New	+$1.64M	0.5%	30
2025 Q1	$1.62M	Hold	15,362	–	–	0.57%	35
2024 Q4	$1.62M	Hold	15,362	–	–	0.58%	33
2024 Q3	$1.63M	Hold	15,362	–	–	0.58%	32
2024 Q2	$1.61M	Hold	15,362	–	–	0.61%	29
2024 Q1	$1.61M	Sell	15,362 -1,343	-8%	-$141K	0.76%	29
2023 Q4	$1.76M	Sell	16,705 -4,263	-20%	-$443K	0.76%	27
2023 Q3	$2.15M	Sell	20,968 -126	-0.6%	-$13.1K	1.05%	21
2023 Q2	$2.19M	Hold	21,094	–	–	1.01%	23
2023 Q1	$2.21M	Hold	21,094	–	–	1.09%	21
2022 Q4	$2.2M	Buy	+21,094	New	+$2.18M	1.19%	22

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

Financial Network Wealth Management's SUB Position: Q1 2026 in Review

Financial Network Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 15,362 shares worth $1.64M. The position accounts for 0.52% of the portfolio, ranked #30.

Financial Network Wealth Management first reported a position in SUB in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.21M in Q1 2023. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Financial Network Wealth Management held 15,362 shares of iShares Short-Term National Muni Bond ETF worth $1.64M as of Q1 2026.
Financial Network Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.52% of Financial Network Wealth Management's portfolio in Q1 2026, its #30 holding.
Financial Network Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 13 quarters since.
Financial Network Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $2.21M in Q1 2023.
884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.