Focus Partners Advisor Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Focus Partners Advisor Solutions’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	$4.4M	Buy	41,354 +2,836	+7%	+$302K	0.04%	214
2026 Q1	$4.1M	Buy	38,518 +35,965	+1,409%	+$3.85M	0.04%	198
2025 Q4	$272K	Sell	2,553 -38,559	-94%	-$4.11M	﹤0.01%	916
2025 Q3	$4.39M	Sell	41,112 -7,600	-16%	-$812K	0.05%	194
2025 Q2	$5.18M	Sell	48,712 -1,703	-3%	-$180K	0.07%	140
2025 Q1	$5.32M	Sell	50,415 -4,592	-8%	-$485K	0.08%	119
2024 Q4	$5.8M	Buy	55,007 +7,579	+16%	+$801K	0.1%	107
2024 Q3	$5.04M	Buy	+47,428	New	+$5M	0.11%	99
2024 Q1	–	Sell	-38,479	Closed	-$4.06M	–	639
2023 Q4	$4.06M	Sell	38,479 -18,057	-32%	-$1.88M	0.19%	56
2023 Q3	$5.82M	Buy	56,536 +4,307	+8%	+$447K	0.28%	41
2023 Q2	$5.43M	Buy	52,229 +20,232	+63%	+$2.11M	0.3%	39
2023 Q1	$3.35M	Buy	31,997 +153	+0.5%	+$16K	0.22%	53
2022 Q4	$3.32M	Sell	31,844 -2,990	-9%	-$309K	0.26%	55
2022 Q3	$3.58M	Buy	34,834 +515	+2%	+$53.8K	0.21%	56
2022 Q2	$3.59M	Sell	34,319 -29,203	-46%	-$3.04M	0.3%	48
2022 Q1	$6.64M	Buy	+63,522	New	+$6.72M	0.66%	22

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

Focus Partners Advisor Solutions's SUB Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.4% in Q2 2026, buying an estimated $302K and bringing the position to 41,354 shares worth $4.4M. The position accounts for 0.04% of the portfolio, ranked #214.

Focus Partners Advisor Solutions first reported a position in SUB in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.64M in Q1 2022. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Focus Partners Advisor Solutions held 41,354 shares of iShares Short-Term National Muni Bond ETF worth $4.4M as of Q2 2026.
Focus Partners Advisor Solutions bought 2,836 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $302K.
iShares Short-Term National Muni Bond ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #214 holding.
Focus Partners Advisor Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2022 and has held it in 16 quarters since.
Focus Partners Advisor Solutions's iShares Short-Term National Muni Bond ETF position peaked at $6.64M in Q1 2022.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.