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

First Affirmative Financial Network’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	$850K	Buy	+7,982	New	+$854K	0.33%	62
2025 Q3	$846K	Buy	7,925 +41	+0.5%	+$4.38K	0.4%	45
2025 Q2	$838K	Sell	7,884 -415	-5%	-$43.8K	0.43%	46
2025 Q1	$876K	Buy	8,299 +375	+5%	+$39.6K	0.54%	35
2024 Q4	$836K	Sell	7,924 -312	-4%	-$33K	0.48%	47
2024 Q3	$875K	Buy	8,236 +323	+4%	+$34.1K	0.48%	49
2024 Q2	$827K	Buy	7,913 +241	+3%	+$25.2K	0.57%	30
2024 Q1	$804K	Sell	7,672 -114	-1%	-$12K	0.59%	31
2023 Q4	$821K	Buy	7,786 +13	+0.2%	+$1.35K	0.66%	27
2023 Q3	$800K	Sell	7,773 -262	-3%	-$27.2K	0.78%	17
2023 Q2	$836K	Sell	8,035 -386	-5%	-$40.2K	0.83%	14
2023 Q1	$882K	Sell	8,421 -655	-7%	-$68.4K	1.02%	10
2022 Q4	$946K	Sell	9,076 -413	-4%	-$42.7K	1.15%	10
2022 Q3	$974K	Sell	9,489 -2,318	-20%	-$242K	1.24%	10
2022 Q2	$1.24M	Sell	11,807 -370	-3%	-$38.5K	1.4%	9
2022 Q1	$1.27M	Buy	12,177 +726	+6%	+$76.8K	1.22%	10
2021 Q4	$1.23M	Sell	11,451 -234	-2%	-$25.1K	1.12%	11
2021 Q3	$1.26M	Buy	+11,685	New	+$1.26M	1.29%	9

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

First Affirmative Financial Network's SUB Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026: 7,982 shares worth $850K. The stake represents 0.33% of the portfolio and ranks #62 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in SUB as recently as Q3 2025.

First Affirmative Financial Network first reported a position in SUB in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.27M in Q1 2022. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

First Affirmative Financial Network held 7,982 shares of iShares Short-Term National Muni Bond ETF worth $850K as of Q1 2026.
iShares Short-Term National Muni Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.33% of First Affirmative Financial Network's portfolio in Q1 2026, its #62 holding.
First Affirmative Financial Network first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's iShares Short-Term National Muni Bond ETF position peaked at $1.27M in Q1 2022.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.