Henrickson Nauta Wealth Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Henrickson Nauta Wealth Advisors’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	$225K	Sell	2,110 -702	-25%	-$74.7K	0.05%	108
2026 Q1	$299K	Sell	2,812 -2,812	-50%	-$301K	0.08%	77
2025 Q4	$601K	Buy	5,624 +2,935	+109%	+$313K	0.09%	62
2025 Q3	$287K	Sell	2,689 -5	-0.2%	-$534	0.09%	70
2025 Q2	$286K	Sell	2,694 -48	-2%	-$5.07K	0.1%	65
2025 Q1	$288K	Sell	2,742 -7	-0.3%	-$740	0.12%	55
2024 Q4	$290K	Hold	2,749	–	–	0.12%	61
2024 Q3	$292K	Hold	2,749	–	–	0.12%	62
2024 Q2	$287K	Hold	2,749	–	–	0.12%	63
2024 Q1	$287K	Hold	2,749	–	–	0.13%	58
2023 Q4	$290K	Buy	2,749 +496	+22%	+$51.6K	0.14%	60
2023 Q3	$232K	Buy	+2,253	New	+$234K	0.14%	50
2022 Q1	–	Sell	-368	Closed	-$39K	–	231
2021 Q4	$39K	Buy	+368	New	+$39.5K	0.03%	105

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

Henrickson Nauta Wealth Advisors's SUB Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 25% in Q2 2026, selling an estimated $74.7K and leaving 2,110 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #108.

Henrickson Nauta Wealth Advisors first reported a position in SUB in Q4 2021 and has held it in 13 quarters since. The position peaked at $601K in Q4 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Henrickson Nauta Wealth Advisors held 2,110 shares of iShares Short-Term National Muni Bond ETF worth $225K as of Q2 2026.
Henrickson Nauta Wealth Advisors sold 702 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $74.7K.
iShares Short-Term National Muni Bond ETF made up 0.05% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Henrickson Nauta Wealth Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 13 quarters since.
Henrickson Nauta Wealth Advisors's iShares Short-Term National Muni Bond ETF position peaked at $601K in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.