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

Investment Planning 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	$622K	Sell	5,841 -788	-12%	-$83.9K	0.14%	61
2026 Q1	$706K	Buy	6,629 +98	+2%	+$10.5K	0.19%	52
2025 Q4	$697K	Sell	6,531 -120	-2%	-$12.8K	0.2%	46
2025 Q3	$710K	Sell	6,651 -285	-4%	-$30.4K	0.22%	44
2025 Q2	$738K	Buy	6,936 +1,477	+27%	+$156K	0.26%	37
2025 Q1	$576K	Buy	5,459 +1,423	+35%	+$150K	0.23%	46
2024 Q4	$426K	Sell	4,036 -338	-8%	-$35.7K	0.19%	48
2024 Q3	$457K	Hold	4,374	–	–	0.23%	47
2024 Q2	$457K	Buy	+4,374	New	+$457K	0.23%	47

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 Planning Advisors's SUB Position: Q2 2026 in Review

Investment Planning Advisors reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 12% in Q2 2026, selling an estimated $83.9K and leaving 5,841 shares worth $622K. The position accounts for 0.14% of the portfolio, ranked #61.

Investment Planning Advisors first reported a position in SUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $738K in Q2 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Investment Planning Advisors held 5,841 shares of iShares Short-Term National Muni Bond ETF worth $622K as of Q2 2026.
Investment Planning Advisors sold 788 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $83.9K.
iShares Short-Term National Muni Bond ETF made up 0.14% of Investment Planning Advisors's portfolio in Q2 2026, its #61 holding.
Investment Planning Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's iShares Short-Term National Muni Bond ETF position peaked at $738K in Q2 2025.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.