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Hidden Cove Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Hidden Cove Wealth Management’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 		$271K Hold
2,545
– – 0.15% 102
2026
Q1 		$271K Hold
2,545
– – 0.17% 82
2025
Q4 		$272K Hold
2,545
– – 0.18% 74
2025
Q3 		$272K Buy
+2,545
New +$272K 0.18% 68

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Hidden Cove Wealth Management's SUB Position: Q2 2026 in Review

Hidden Cove Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,545 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #102.

Hidden Cove Wealth Management first reported a position in SUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $272K in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Hidden Cove Wealth Management held 2,545 shares of iShares Short-Term National Muni Bond ETF worth $271K as of Q2 2026.
  • Hidden Cove Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.15% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Hidden Cove Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Hidden Cove Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $272K in Q3 2025.
  • 913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.