BFC Planning, Inc.’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

BFC Planning, Inc.’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 Q3	$50.6K	Buy	484 +132	+38%	+$14K	﹤0.01%	1545
2026 Q2	$37.5K	Sell	352 -91	-21%	-$9.7K	﹤0.01%	1698
2026 Q1	$47.2K	Hold	443	–	–	﹤0.01%	1359
2025 Q4	$47.3K	Hold	443	–	–	﹤0.01%	1391
2025 Q3	$47.3K	Sell	443 -24	-5%	-$2.56K	﹤0.01%	1216
2025 Q2	$49.7K	Hold	467	–	–	﹤0.01%	1132
2025 Q1	$49.3K	Sell	467 -280	-37%	-$29.6K	﹤0.01%	1111
2024 Q4	$78.8K	Hold	747	–	–	0.01%	955
2024 Q3	$79.3K	Buy	+747	New	+$78.8K	0.01%	960

Other funds holding SUB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BFC Planning, Inc.'s SUB Position: Q3 2026 in Review

BFC Planning, Inc. increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 38% in Q3 2026, buying an estimated $14K and bringing the position to 484 shares worth $50.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

BFC Planning, Inc. first reported a position in SUB in Q3 2024 and has held it in 9 quarters since. The position peaked at $79.3K in Q3 2024. 844 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

BFC Planning, Inc. held 484 shares of iShares Short-Term National Muni Bond ETF worth $50.6K as of Q3 2026.
BFC Planning, Inc. bought 132 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $14K.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1545 holding.
BFC Planning, Inc. first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s iShares Short-Term National Muni Bond ETF position peaked at $79.3K in Q3 2024.
844 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.