Financial Partners Group (Kansas)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Partners Group (Kansas)’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	$212K	Buy	+1,991	New	+$212K	0.02%	239
2024 Q1	–	Sell	-1,939	Closed	-$204K	–	181
2023 Q4	$204K	Buy	1,939 +6	+0.3%	+$624	0.04%	162
2023 Q3	$200K	Sell	1,933 -13	-0.7%	-$1.35K	0.04%	158
2023 Q2	$202K	Buy	+1,946	New	+$203K	0.04%	154
2019 Q4	–	Sell	-2,408	Closed	-$257K	–	88
2019 Q3	$257K	Buy	+2,408	New	+$257K	0.11%	65

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 Partners Group (Kansas)'s SUB Position: Q2 2026 in Review

Financial Partners Group (Kansas) opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 1,991 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #239 among its holdings. This is a return to the name: Financial Partners Group (Kansas) previously reported a position in SUB as recently as Q4 2023.

Financial Partners Group (Kansas) first reported a position in SUB in Q3 2019 and has held it in 5 quarters since. The position peaked at $257K in Q3 2019. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Financial Partners Group (Kansas) held 1,991 shares of iShares Short-Term National Muni Bond ETF worth $212K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Financial Partners Group (Kansas) position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.02% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #239 holding.
Financial Partners Group (Kansas) first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2019 and has held it in 5 quarters since.
Financial Partners Group (Kansas)'s iShares Short-Term National Muni Bond ETF position peaked at $257K in Q3 2019.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.