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Horst & Graben Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Horst & Graben 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 		$344K Buy
3,239
+14
+0.4% +$1.49K 0.05% 148
2026
Q1 		$344K Buy
3,225
+20
+0.6% +$2.14K 0.05% 143
2025
Q4 		$342K Buy
3,205
+27
+0.8% +$2.88K 0.05% 130
2025
Q3 		$339K Buy
3,178
+19
+0.6% +$2.03K 0.05% 132
2025
Q2 		$336K Buy
3,159
+19
+0.6% +$2.01K 0.06% 123
2025
Q1 		$332K Buy
3,140
+12
+0.4% +$1.27K 0.06% 118
2024
Q4 		$330K Buy
3,128
+23
+0.7% +$2.43K 0.06% 113
2024
Q3 		$330K Buy
3,105
+16
+0.5% +$1.69K 0.06% 110
2024
Q2 		$323K Buy
3,089
+16
+0.5% +$1.67K 0.06% 104
2024
Q1 		$322K Buy
3,073
+81
+3% +$8.51K 0.07% 104
2023
Q4 		$315K Buy
2,992
+18
+0.6% +$1.87K 0.07% 98
2023
Q3 		$306K Buy
2,974
+14
+0.5% +$1.45K 0.08% 106
2023
Q2 		$308K Buy
2,960
+11
+0.4% +$1.15K 0.07% 100
2023
Q1 		$309K Sell
2,949
-5
-0.2% -$522 0.08% 96
2022
Q4 		$308K Buy
2,954
+11
+0.4% +$1.14K 0.08% 102
2022
Q3 		$302K Buy
2,943
+21
+0.7% +$2.19K 0.09% 95
2022
Q2 		$306K Sell
2,922
-55
-2% -$5.72K 0.08% 105
2022
Q1 		$311K Sell
2,977
-149
-5% -$15.8K 0.08% 108
2021
Q4 		$336K Sell
3,126
-850
-21% -$91.3K 0.08% 100
2021
Q3 		$428K Buy
3,976
+532
+15% +$57.4K 0.12% 88
2021
Q2 		$371K Sell
3,444
-77
-2% -$8.3K 0.1% 96
2021
Q1 		$380K Buy
+3,521
New +$380K 0.12% 98

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

Horst & Graben Wealth Management's SUB Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.43% in Q2 2026, buying an estimated $1.49K and bringing the position to 3,239 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #148.

Horst & Graben Wealth Management first reported a position in SUB in Q1 2021 and has held it in 22 quarters since. The position peaked at $428K in Q3 2021. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Horst & Graben Wealth Management held 3,239 shares of iShares Short-Term National Muni Bond ETF worth $344K as of Q2 2026.
  • Horst & Graben Wealth Management bought 14 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.49K.
  • iShares Short-Term National Muni Bond ETF made up 0.05% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Horst & Graben Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $428K in Q3 2021.
  • 910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.