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Founders Grove Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Founders Grove Wealth Partners’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 		$1.7M Sell
15,923
-3,360
-17% -$360K 0.39% 55
2025
Q4 		$2.06M Sell
19,283
-14,229
-42% -$1.52M 0.46% 49
2025
Q3 		$3.58M Sell
33,512
-12,492
-27% -$1.33M 0.84% 31
2025
Q2 		$4.89M Sell
46,004
-10,207
-18% -$1.08M 1.23% 27
2025
Q1 		$5.94M Buy
56,211
+3,610
+7% +$382K 1.65% 20
2024
Q4 		$5.55M Buy
+52,601
New +$5.56M 1.61% 22

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 $544B AUM 28.31% 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 $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Founders Grove Wealth Partners's SUB Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q1 2026, selling an estimated $360K and leaving 15,923 shares worth $1.7M. The position accounts for 0.39% of the portfolio, ranked #55.

Founders Grove Wealth Partners first reported a position in SUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.94M in Q1 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Founders Grove Wealth Partners held 15,923 shares of iShares Short-Term National Muni Bond ETF worth $1.7M as of Q1 2026.
  • Founders Grove Wealth Partners sold 3,360 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $360K.
  • iShares Short-Term National Muni Bond ETF made up 0.39% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #55 holding.
  • Founders Grove Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Founders Grove Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $5.94M in Q1 2025.
  • 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.