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

Hurlow Wealth Management Group’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	$256K	Sell	2,401 -816	-25%	-$86.9K	0.05%	114
2026 Q1	$343K	Buy	3,217 +496	+18%	+$53.1K	0.08%	82
2025 Q4	$290K	Buy	2,721 +67	+3%	+$7.14K	0.07%	97
2025 Q3	$283K	Buy	2,654 +444	+20%	+$47.4K	0.07%	94
2025 Q2	$235K	Buy	+2,210	New	+$233K	0.07%	118

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

Hurlow Wealth Management Group's SUB Position: Q2 2026 in Review

Hurlow Wealth Management Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 25% in Q2 2026, selling an estimated $86.9K and leaving 2,401 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #114.

Hurlow Wealth Management Group first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $343K in Q1 2026. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Hurlow Wealth Management Group held 2,401 shares of iShares Short-Term National Muni Bond ETF worth $256K as of Q2 2026.
Hurlow Wealth Management Group sold 816 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $86.9K.
iShares Short-Term National Muni Bond ETF made up 0.05% of Hurlow Wealth Management Group's portfolio in Q2 2026, its #114 holding.
Hurlow Wealth Management Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Hurlow Wealth Management Group's iShares Short-Term National Muni Bond ETF position peaked at $343K in Q1 2026.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.