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John A. Wolfe & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

John A. Wolfe & Associates’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 		– Sell
-486,884
Closed -$271K – 47
2025
Q4 		$271K Buy
+486,884
New +$51.9M 0.15% 28

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

John A. Wolfe & Associates's SUB Position: Q1 2026 in Review

John A. Wolfe & Associates sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026, closing a stake of 486,884 shares — an estimated $271K sold.

John A. Wolfe & Associates first reported a position in SUB in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 887 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • John A. Wolfe & Associates reported no remaining iShares Short-Term National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • John A. Wolfe & Associates sold 486,884 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $271K.
  • John A. Wolfe & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • John A. Wolfe & Associates's iShares Short-Term National Muni Bond ETF position peaked at $271K in Q4 2025.
  • 887 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on John A. Wolfe & Associates's 13F filing for Q1 2026, filed 5 May 2026.