Johnson Financial Group Inc (Wisconsin)’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$14.2K	Hold	133	–	–	﹤0.01%	603
2026 Q1	$14.2K	Sell	133 -1,750	-93%	-$187K	﹤0.01%	604
2025 Q4	$201K	Hold	1,883	–	–	0.01%	326
2025 Q3	$201K	Sell	1,883 -127	-6%	-$13.6K	0.01%	353
2025 Q2	$214K	Sell	2,010 -700	-26%	-$73.9K	0.01%	296
2025 Q1	$286K	Hold	2,710	–	–	0.01%	296
2024 Q4	$287K	Sell	2,710 -226	-8%	-$23.9K	0.01%	260
2024 Q3	$312K	Sell	2,936 -1,264	-30%	-$133K	0.01%	294
2024 Q2	$439K	Sell	4,200 -1,054	-20%	-$110K	0.02%	222
2024 Q1	$550K	Buy	5,254 +4,612	+718%	+$484K	0.03%	181
2023 Q4	$67.7K	Buy	642 +321	+100%	+$33.4K	﹤0.01%	422
2023 Q3	$33K	Hold	321	–	–	﹤0.01%	435
2023 Q2	$33.4K	Hold	321	–	–	﹤0.01%	448
2023 Q1	$33.6K	Buy	+321	New	+$33.5K	﹤0.01%	435

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

Johnson Financial Group Inc (Wisconsin)'s SUB Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 133 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Johnson Financial Group Inc (Wisconsin) first reported a position in SUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $550K in Q1 2024. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 133 shares of iShares Short-Term National Muni Bond ETF worth $14.2K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #603 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares Short-Term National Muni Bond ETF position peaked at $550K in Q1 2024.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.