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

Isthmus 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 		$370K Hold
3,472
– – 0.04% 181
2026
Q1 		$370K Buy
+3,472
New +$372K 0.04% 170

Other funds holding SUB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Isthmus Partners's SUB Position: Q2 2026 in Review

Isthmus Partners held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 3,472 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #181.

Isthmus Partners first reported a position in SUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $370K in Q1 2026. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Isthmus Partners held 3,472 shares of iShares Short-Term National Muni Bond ETF worth $370K as of Q2 2026.
  • Isthmus Partners left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.04% of Isthmus Partners's portfolio in Q2 2026, its #181 holding.
  • Isthmus Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Isthmus Partners's iShares Short-Term National Muni Bond ETF position peaked at $370K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.