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Koss-Olinger Consulting’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Koss-Olinger Consulting’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 		$272K Sell
2,553
-3,866
-60% -$412K 0.02% 141
2026
Q1 		$684K Sell
6,419
-871
-12% -$93.2K 0.06% 126
2025
Q4 		$778K Buy
+7,290
New +$777K 0.06% 114

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

Koss-Olinger Consulting's SUB Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 60% in Q2 2026, selling an estimated $412K and leaving 2,553 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #141.

Koss-Olinger Consulting first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $778K in Q4 2025. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Koss-Olinger Consulting held 2,553 shares of iShares Short-Term National Muni Bond ETF worth $272K as of Q2 2026.
  • Koss-Olinger Consulting sold 3,866 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $412K.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #141 holding.
  • Koss-Olinger Consulting first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Koss-Olinger Consulting's iShares Short-Term National Muni Bond ETF position peaked at $778K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.