Journey Beyond Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Journey Beyond Wealth’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	$252K	Buy	+2,367	New	+$252K	0.2%	27

Other funds holding SUB

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

HIG

Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Journey Beyond Wealth's SUB Position: Q2 2026 in Review

Journey Beyond Wealth opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 2,367 shares worth $252K. The stake represents 0.2% of the portfolio and ranks #27 among its holdings.

683 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Journey Beyond Wealth held 2,367 shares of iShares Short-Term National Muni Bond ETF worth $252K as of Q2 2026.
iShares Short-Term National Muni Bond ETF was a new Journey Beyond Wealth position in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.2% of Journey Beyond Wealth's portfolio in Q2 2026, its #27 holding.
683 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.