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Financial Plan Inc’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Financial Plan 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 		$3.52M Buy
33,089
+375
+1% +$40.1K 0.38% 28
2025
Q4 		$3.49M Buy
+32,714
New +$3.49M 0.4% 28

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Plan Inc's SUB Position: Q1 2026 in Review

Financial Plan Inc increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.1% in Q1 2026, buying an estimated $40.1K and bringing the position to 33,089 shares worth $3.52M. The position accounts for 0.38% of the portfolio, ranked #28.

Financial Plan Inc first reported a position in SUB in Q4 2025 and has held it in 2 quarters since. 886 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Financial Plan Inc held 33,089 shares of iShares Short-Term National Muni Bond ETF worth $3.52M as of Q1 2026.
  • Financial Plan Inc bought 375 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $40.1K.
  • iShares Short-Term National Muni Bond ETF made up 0.38% of Financial Plan Inc's portfolio in Q1 2026, its #28 holding.
  • Financial Plan Inc first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 886 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.