FourThought Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

FourThought Financial 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	$7.64M	Buy	71,745 +14,204	+25%	+$1.51M	0.59%	46
2026 Q1	$6.13M	Buy	+57,541	New	+$6.16M	0.53%	54
2024 Q1	–	Sell	-7,324	Closed	-$772K	–	348
2023 Q4	$772K	Sell	7,324 -11,454	-61%	-$1.19M	0.1%	148
2023 Q3	$1.93M	Buy	18,778 +16,029	+583%	+$1.66M	0.27%	85
2023 Q2	$286K	Sell	2,749 -6,987	-72%	-$727K	0.04%	256
2023 Q1	$1.02M	Hold	9,736	–	–	0.14%	123
2022 Q4	$1.02M	Buy	+9,736	New	+$1.01M	0.15%	123

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

FourThought Financial Partners's SUB Position: Q2 2026 in Review

FourThought Financial Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 25% in Q2 2026, buying an estimated $1.51M and bringing the position to 71,745 shares worth $7.64M. The position accounts for 0.59% of the portfolio, ranked #46.

FourThought Financial Partners first reported a position in SUB in Q4 2022 and has held it in 7 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

FourThought Financial Partners held 71,745 shares of iShares Short-Term National Muni Bond ETF worth $7.64M as of Q2 2026.
FourThought Financial Partners bought 14,204 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.51M.
iShares Short-Term National Muni Bond ETF made up 0.59% of FourThought Financial Partners's portfolio in Q2 2026, its #46 holding.
FourThought Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and has held it in 7 quarters since.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.