IFP Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

IFP Advisors’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	$1.58M	Buy	14,870 +1,828	+14%	+$195K	0.03%	564
2026 Q1	$1.39M	Buy	13,042 +673	+5%	+$72K	0.03%	569
2025 Q4	$1.32M	Buy	12,369 +2,168	+21%	+$231K	0.03%	548
2025 Q3	$1.09M	Buy	10,201 +1,796	+21%	+$192K	0.03%	571
2025 Q2	$894K	Buy	8,405 +592	+8%	+$62.5K	0.03%	617
2025 Q1	$825K	Buy	7,813 +36	+0.5%	+$3.81K	0.03%	603
2024 Q4	$860K	Buy	7,777 +4,449	+134%	+$470K	0.03%	558
2024 Q3	$354K	Sell	3,328 -695	-17%	-$73.3K	0.01%	829
2024 Q2	$421K	Sell	4,023 -394	-9%	-$41.2K	0.02%	717
2024 Q1	$463K	Sell	4,417 -1,211	-22%	-$127K	0.02%	638
2023 Q4	$593K	Sell	5,628 -390	-6%	-$40.6K	0.03%	530
2023 Q3	$619K	Sell	6,018 -24,727	-80%	-$2.56M	0.03%	521
2023 Q2	$3.2M	Buy	30,745 +1,391	+5%	+$145K	0.13%	159
2023 Q1	$3.07M	Sell	29,354 -47,727	-62%	-$4.98M	0.13%	156
2022 Q4	$8.07M	Buy	77,081 +15,549	+25%	+$1.61M	0.22%	91
2022 Q3	$6.44M	Buy	61,532 +4,182	+7%	+$437K	0.17%	118
2022 Q2	$6.01M	Hold	57,350	–	–	0.19%	107
2022 Q1	$6.01M	Buy	57,350 +31,016	+118%	+$3.28M	0.19%	107
2021 Q4	$2.83M	Buy	26,334 +640	+2%	+$68.7K	0.06%	196
2021 Q3	$2.77M	Buy	25,694 +1,329	+5%	+$143K	0.06%	201
2021 Q2	$2.63M	Buy	24,365 +3,179	+15%	+$343K	0.05%	203
2021 Q1	$2.28M	Buy	21,186 +5,588	+36%	+$603K	0.04%	202
2020 Q4	$1.69M	Buy	15,598 +14,213	+1,026%	+$1.53M	0.07%	236
2020 Q3	$150K	Sell	1,385 -5,977	-81%	-$646K	0.01%	817
2020 Q2	$795K	Sell	7,362 -4	-0.1%	-$428	0.06%	316
2020 Q1	$782K	Buy	7,366 +148	+2%	+$15.7K	0.08%	255
2019 Q4	$770K	Sell	7,218 -38	-0.5%	-$4.05K	0.06%	334
2019 Q3	$774K	Buy	+7,256	New	+$775K	0.05%	368
2019 Q1	$3K	Sell	28 -8,509	-100%	-$899K	﹤0.01%	2032
2018 Q4	$899K	Buy	8,537 +655	+8%	+$68.6K	0.05%	371
2018 Q3	$825K	Buy	7,882 +28	+0.4%	+$2.94K	0.03%	491
2018 Q2	$825K	Buy	7,854 +441	+6%	+$46.2K	0.03%	471
2018 Q1	$777K	Hold	7,413	–	–	0.04%	466
2017 Q4	$777K	Buy	7,413 +29	+0.4%	+$3.06K	0.04%	467
2017 Q3	$782K	Sell	7,384 -242	-3%	-$25.7K	0.03%	521
2017 Q2	$807K	Hold	7,626	–	–	0.03%	494
2017 Q1	$805K	Hold	7,626	–	–	0.04%	493
2016 Q4	$801K	Hold	7,626	–	–	0.04%	450
2016 Q3	$808K	Buy	7,626 +215	+3%	+$22.9K	0.04%	416
2016 Q2	$788K	Buy	7,411 +7,383	+26,368%	+$784K	0.04%	409
2016 Q1	$3K	Sell	28 -7,655	-100%	-$813K	﹤0.01%	2028
2015 Q4	$814K	Buy	+7,683	New	+$814K	0.05%	357

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

IFP Advisors's SUB Position: Q2 2026 in Review

IFP Advisors increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 14% in Q2 2026, buying an estimated $195K and bringing the position to 14,870 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #564.

IFP Advisors first reported a position in SUB in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.07M in Q4 2022. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

IFP Advisors held 14,870 shares of iShares Short-Term National Muni Bond ETF worth $1.58M as of Q2 2026.
IFP Advisors bought 1,828 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $195K.
iShares Short-Term National Muni Bond ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #564 holding.
IFP Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's iShares Short-Term National Muni Bond ETF position peaked at $8.07M in Q4 2022.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.