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

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 Q2	$862K	Buy	8,097 +1,289	+19%	+$137K	0.27%	78
2026 Q1	$725K	Buy	6,808 +348	+5%	+$37.2K	0.26%	84
2025 Q4	$689K	Sell	6,460 -1,558	-19%	-$166K	0.24%	87
2025 Q3	$856K	Buy	8,018 +1,215	+18%	+$130K	0.3%	75
2025 Q2	$723K	Buy	+6,803	New	+$719K	0.27%	80

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

Investment Partners's SUB Position: Q2 2026 in Review

Investment Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 19% in Q2 2026, buying an estimated $137K and bringing the position to 8,097 shares worth $862K. The position accounts for 0.27% of the portfolio, ranked #78.

Investment Partners first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Investment Partners held 8,097 shares of iShares Short-Term National Muni Bond ETF worth $862K as of Q2 2026.
Investment Partners bought 1,289 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $137K.
iShares Short-Term National Muni Bond ETF made up 0.27% of Investment Partners's portfolio in Q2 2026, its #78 holding.
Investment Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.