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

Journey Strategic 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
Q1 		$1.77M Sell
16,594
-351
-2% -$37.6K 0.04% 114
2025
Q4 		$1.81M Buy
16,945
+250
+1% +$26.6K 0.05% 106
2025
Q3 		$1.78M Buy
16,695
+453
+3% +$48.4K 0.05% 104
2025
Q2 		$1.73M Sell
16,242
-358
-2% -$37.8K 0.06% 107
2025
Q1 		$1.75M Sell
16,600
-458
-3% -$48.4K 0.06% 87
2024
Q4 		$1.8M Buy
17,058
+1,778
+12% +$188K 0.07% 81
2024
Q3 		$1.62M Buy
15,280
+1,732
+13% +$183K 0.06% 89
2024
Q2 		$1.42M Buy
13,548
+1,734
+15% +$181K 0.06% 66
2024
Q1 		$1.24M Buy
11,814
+893
+8% +$93.8K 0.05% 63
2023
Q4 		$1.15M Buy
10,921
+187
+2% +$19.5K 0.05% 55
2023
Q3 		$1.1M Buy
10,734
+960
+10% +$99.6K 0.05% 54
2023
Q2 		$1.02M Buy
9,774
+266
+3% +$27.7K 0.05% 54
2023
Q1 		$995K Sell
9,508
-7,036
-43% -$735K 0.1% 58
2022
Q4 		$1.73M Buy
16,544
+6,710
+68% +$695K 0.2% 35
2022
Q3 		$1.01M Buy
+9,834
New +$1.03M 0.14% 40

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Journey Strategic Wealth's SUB Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.1% in Q1 2026, selling an estimated $37.6K and leaving 16,594 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #114.

Journey Strategic Wealth first reported a position in SUB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.81M in Q4 2025. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Journey Strategic Wealth held 16,594 shares of iShares Short-Term National Muni Bond ETF worth $1.77M as of Q1 2026.
  • Journey Strategic Wealth sold 351 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $37.6K.
  • iShares Short-Term National Muni Bond ETF made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #114 holding.
  • Journey Strategic Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Journey Strategic Wealth's iShares Short-Term National Muni Bond ETF position peaked at $1.81M in Q4 2025.
  • 884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.