HORAN Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

HORAN Wealth’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	$270K	Sell	2,541 -2,521	-50%	-$268K	0.03%	184
2026 Q1	$540K	Buy	5,062 +2,531	+100%	+$271K	0.05%	134
2025 Q4	$270K	Buy	2,531 +486	+24%	+$51.8K	0.04%	147
2025 Q3	$218K	Buy	+2,045	New	+$218K	0.03%	181

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

HORAN Wealth's SUB Position: Q2 2026 in Review

HORAN Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 50% in Q2 2026, selling an estimated $268K and leaving 2,541 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #184.

HORAN Wealth first reported a position in SUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $540K in Q1 2026. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

HORAN Wealth held 2,541 shares of iShares Short-Term National Muni Bond ETF worth $270K as of Q2 2026.
HORAN Wealth sold 2,521 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $268K.
iShares Short-Term National Muni Bond ETF made up 0.03% of HORAN Wealth's portfolio in Q2 2026, its #184 holding.
HORAN Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
HORAN Wealth's iShares Short-Term National Muni Bond ETF position peaked at $540K in Q1 2026.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.