IRP
SUB icon

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

Investment Research 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 		$7.71M Sell
72,397
-18,097
-20% -$1.93M 2.61% 7
2026
Q1 		$9.64M Buy
90,494
+8,948
+11% +$958K 3.92% 1
2025
Q4 		$8.7M Sell
81,546
-2,158
-3% -$230K 3.73% 4
2025
Q3 		$8.91M Buy
+83,704
New +$8.94M 4.01% 3

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Investment Research Partners's SUB Position: Q2 2026 in Review

Investment Research Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 20% in Q2 2026, selling an estimated $1.93M and leaving 72,397 shares worth $7.71M. The position accounts for 2.61% of the portfolio, ranked #7.

Investment Research Partners first reported a position in SUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.64M in Q1 2026. 764 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Investment Research Partners held 72,397 shares of iShares Short-Term National Muni Bond ETF worth $7.71M as of Q2 2026.
  • Investment Research Partners sold 18,097 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.93M.
  • iShares Short-Term National Muni Bond ETF made up 2.61% of Investment Research Partners's portfolio in Q2 2026, its #7 holding.
  • Investment Research Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's iShares Short-Term National Muni Bond ETF position peaked at $9.64M in Q1 2026.
  • 764 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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