JWM
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JHP Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

JHP Wealth Management’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 		– Sell
-3,956
Closed -$421K – 42
2026
Q1 		$421K Sell
3,956
-1,506
-28% -$161K 0.4% 23
2025
Q4 		$583K Buy
+5,462
New +$582K 0.56% 16

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

JHP Wealth Management's SUB Position: Q2 2026 in Review

JHP Wealth Management sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 3,956 shares — an estimated $421K sold.

JHP Wealth Management first reported a position in SUB in Q4 2025 and held it in 2 quarters. The position peaked at $583K in Q4 2025. 907 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • JHP Wealth Management reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • JHP Wealth Management sold 3,956 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $421K.
  • JHP Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and held it in 2 quarters.
  • JHP Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $583K in Q4 2025.
  • 907 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on JHP Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.