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 Q2	$1.65M	Sell	15,456 -467	-3%	-$49.7K	0.33%	64
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 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

Founders Grove Wealth Partners's SUB Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.9% in Q2 2026, selling an estimated $49.7K and leaving 15,456 shares worth $1.65M. The position accounts for 0.33% of the portfolio, ranked #64.

Founders Grove Wealth Partners first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.94M in Q1 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Founders Grove Wealth Partners held 15,456 shares of iShares Short-Term National Muni Bond ETF worth $1.65M as of Q2 2026.
Founders Grove Wealth Partners sold 467 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $49.7K.
iShares Short-Term National Muni Bond ETF made up 0.33% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #64 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 7 quarters since.
Founders Grove Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $5.94M in Q1 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.