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

Jaffetilchin 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 Q1	$247K	Hold	2,317	–	–	0.01%	406
2025 Q4	$247K	Hold	2,317	–	–	0.01%	401
2025 Q3	$247K	Hold	2,317	–	–	0.01%	391
2025 Q2	$246K	Hold	2,317	–	–	0.02%	377
2025 Q1	$245K	Buy	+2,317	New	+$245K	0.02%	362
2024 Q4	–	Sell	-1,133	Closed	-$120K	–	1187
2024 Q3	$120K	Buy	+1,133	New	+$120K	0.01%	436
2020 Q1	–	Sell	-2,596	Closed	-$277K	–	223
2019 Q4	$277K	Buy	+2,596	New	+$277K	0.06%	175
2019 Q1	–	Sell	-9,837	Closed	-$1.04M	–	313
2018 Q4	$1.04M	Sell	9,837 -7,542	-43%	-$790K	0.26%	53
2018 Q3	$1.82M	Buy	17,379 +3,280	+23%	+$345K	0.38%	39
2018 Q2	$1.48M	Sell	14,099 -1,921	-12%	-$201K	0.33%	50
2018 Q1	$1.68M	Buy	+16,020	New	+$1.68M	0.38%	40
2017 Q4	–	Sell	-17,421	Closed	-$1.85M	–	290
2017 Q3	$1.85M	Buy	+17,421	New	+$1.85M	0.44%	38
2017 Q2	–	Sell	-13,084	Closed	-$1.38M	–	287
2017 Q1	$1.38M	Buy	+13,084	New	+$1.38M	0.35%	45
2015 Q1	–	Sell	-20,940	Closed	-$2.22M	–	241
2014 Q4	$2.22M	Buy	20,940 +51	+0.2%	+$5.41K	0.74%	24
2014 Q3	$2.22M	Buy	20,889 +38	+0.2%	+$4.04K	0.81%	20
2014 Q2	$2.21M	Buy	20,851 +42	+0.2%	+$4.46K	0.79%	21
2014 Q1	$2.21M	Sell	20,809 -10,267	-33%	-$1.09M	0.86%	20
2013 Q4	$3.3M	Buy	31,076 +3,956	+15%	+$420K	1.63%	14
2013 Q3	$2.88M	Buy	27,120 +1,974	+8%	+$209K	1.69%	12
2013 Q2	$2.65M	Buy	+25,146	New	+$2.67M	1.83%	10

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

Jaffetilchin Investment Partners's SUB Position: Q1 2026 in Review

Jaffetilchin Investment Partners held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q1 2026 at 2,317 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #406.

Jaffetilchin Investment Partners first reported a position in SUB in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.3M in Q4 2013. 887 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Jaffetilchin Investment Partners held 2,317 shares of iShares Short-Term National Muni Bond ETF worth $247K as of Q1 2026.
Jaffetilchin Investment Partners left its iShares Short-Term National Muni Bond ETF share count unchanged in Q1 2026.
iShares Short-Term National Muni Bond ETF made up 0.01% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #406 holding.
Jaffetilchin Investment Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2013 and has held it in 20 quarters since.
Jaffetilchin Investment Partners's iShares Short-Term National Muni Bond ETF position peaked at $3.3M in Q4 2013.
887 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.