IFPL
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Investments & Financial Planning LLC’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Investments & Financial Planning LLC’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 		$479K Buy
4,499
+535
+13% +$56.9K 0.23% 25
2026
Q1 		$422K Buy
3,964
+7
+0.2% +$749 0.23% 26
2025
Q4 		$422K Sell
3,957
-33
-0.8% -$3.52K 0.23% 25
2025
Q3 		$426K Buy
3,990
+1,329
+50% +$142K 0.23% 23
2025
Q2 		$283K Sell
2,661
-408
-13% -$43.1K 0.16% 30
2025
Q1 		$324K Buy
3,069
+500
+19% +$52.9K 0.21% 29
2024
Q4 		$271K Sell
2,569
-86
-3% -$9.08K 0.17% 28
2024
Q3 		$282K Sell
2,655
-40
-1% -$4.22K 0.18% 28
2024
Q2 		$282K Sell
2,695
-130
-5% -$13.6K 0.19% 28
2024
Q1 		$296K Sell
2,825
-544
-16% -$57.1K 0.2% 28
2023
Q4 		$355K Sell
3,369
-84
-2% -$8.74K 0.27% 26
2023
Q3 		$355K Sell
3,453
-334
-9% -$34.6K 0.32% 28
2023
Q2 		$394K Sell
3,787
-413
-10% -$43K 0.34% 28
2023
Q1 		$440K Sell
4,200
-333
-7% -$34.8K 0.4% 26
2022
Q4 		$473K Buy
+4,533
New +$469K 0.46% 23
2022
Q2 		$359K Buy
3,427
+146
+4% +$15.2K 0.37% 27
2022
Q1 		$343K Sell
3,281
-119
-4% -$12.6K 0.3% 25
2021
Q4 		$360K Buy
+3,400
New +$365K 0.32% 24

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Investments & Financial Planning LLC's SUB Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 13% in Q2 2026, buying an estimated $56.9K and bringing the position to 4,499 shares worth $479K. The position accounts for 0.23% of the portfolio, ranked #25.

Investments & Financial Planning LLC first reported a position in SUB in Q4 2021 and has held it in 18 quarters since. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Investments & Financial Planning LLC held 4,499 shares of iShares Short-Term National Muni Bond ETF worth $479K as of Q2 2026.
  • Investments & Financial Planning LLC bought 535 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $56.9K.
  • iShares Short-Term National Muni Bond ETF made up 0.23% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #25 holding.
  • Investments & Financial Planning LLC first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.