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HUB Investment Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

HUB Investment Partners’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
Q1 		$5.91M Buy
+55,496
New +$5.94M 0.14% 131
2023
Q4 		– Sell
-10,436
Closed -$1.07M – 425
2023
Q3 		$1.07M Hold
10,436
– – 0.16% 91
2023
Q2 		$1.09M Hold
10,436
– – 0.18% 87
2023
Q1 		$1.09M Buy
+10,436
New +$1.09M 0.23% 80

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

HUB Investment Partners's SUB Position: Q1 2026 in Review

HUB Investment Partners opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026: 55,496 shares worth $5.91M. The stake represents 0.14% of the portfolio and ranks #131 among its holdings. This is a return to the name: HUB Investment Partners previously reported a position in SUB as recently as Q3 2023.

HUB Investment Partners first reported a position in SUB in Q1 2023 and has held it in 4 quarters since. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • HUB Investment Partners held 55,496 shares of iShares Short-Term National Muni Bond ETF worth $5.91M as of Q1 2026.
  • iShares Short-Term National Muni Bond ETF was a new HUB Investment Partners position in Q1 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.14% of HUB Investment Partners's portfolio in Q1 2026, its #131 holding.
  • HUB Investment Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 4 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.