JBA
SUB icon

Johnson Bixby & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Johnson Bixby & 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
Q2 		$3.16M Buy
29,680
+2,523
+9% +$269K 0.35% 32
2026
Q1 		$2.89M Buy
27,157
+554
+2% +$59.3K 0.36% 33
2025
Q4 		$2.84M Sell
26,603
-7,757
-23% -$827K 0.35% 33
2025
Q3 		$3.67M Buy
34,360
+1,212
+4% +$129K 0.47% 28
2025
Q2 		$3.52M Buy
33,148
+245
+0.7% +$25.9K 0.48% 28
2025
Q1 		$3.47M Buy
32,903
+394
+1% +$41.6K 0.52% 25
2024
Q4 		$3.43M Sell
32,509
-301
-0.9% -$31.8K 0.52% 26
2024
Q3 		$3.48M Sell
32,810
-7,224
-18% -$762K 0.53% 27
2024
Q2 		$4.19M Sell
40,034
-1,578
-4% -$165K 0.7% 22
2024
Q1 		$4.36M Sell
41,612
-11,151
-21% -$1.17M 0.76% 22
2023
Q4 		$5.56M Sell
52,763
-6,111
-10% -$636K 1.05% 21
2023
Q3 		$6.06M Sell
58,874
-7,906
-12% -$820K 1.26% 19
2023
Q2 		$6.95M Buy
66,780
+7,314
+12% +$761K 1.44% 18
2023
Q1 		$6.22M Buy
59,466
+12,218
+26% +$1.28M 1.37% 18
2022
Q4 		$4.93M Buy
47,248
+7,171
+18% +$742K 1.15% 20
2022
Q3 		$4.11M Buy
40,077
+5,721
+17% +$597K 1.03% 21
2022
Q2 		$3.6M Buy
34,356
+14,120
+70% +$1.47M 0.88% 23
2022
Q1 		$2.12M Buy
20,236
+12,250
+153% +$1.3M 0.55% 26
2021
Q4 		$857K Buy
7,986
+2,030
+34% +$218K 0.23% 37
2021
Q3 		$641K Buy
5,956
+631
+12% +$68.1K 0.19% 38
2021
Q2 		$574K Buy
5,325
+1,709
+47% +$184K 0.17% 41
2021
Q1 		$390K Buy
3,616
+904
+33% +$97.6K 0.12% 48
2020
Q4 		$293K Buy
+2,712
New +$293K 0.1% 57

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

Johnson Bixby & Associates's SUB Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 9.3% in Q2 2026, buying an estimated $269K and bringing the position to 29,680 shares worth $3.16M. The position accounts for 0.35% of the portfolio, ranked #32.

Johnson Bixby & Associates first reported a position in SUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.95M in Q2 2023. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Johnson Bixby & Associates held 29,680 shares of iShares Short-Term National Muni Bond ETF worth $3.16M as of Q2 2026.
  • Johnson Bixby & Associates bought 2,523 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $269K.
  • iShares Short-Term National Muni Bond ETF made up 0.35% of Johnson Bixby & Associates's portfolio in Q2 2026, its #32 holding.
  • Johnson Bixby & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's iShares Short-Term National Muni Bond ETF position peaked at $6.95M in Q2 2023.
  • 909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.