L. Roy Papp & Associates’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

L. Roy Papp & 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	$783K	Hold	7,350	–	–	0.08%	109
2026 Q1	$783K	Buy	7,350 +2,000	+37%	+$214K	0.09%	104
2025 Q4	$571K	Buy	5,350 +1,000	+23%	+$107K	0.06%	122
2025 Q3	$464K	Hold	4,350	–	–	0.05%	134
2025 Q2	$463K	Hold	4,350	–	–	0.05%	128
2025 Q1	$459K	Hold	4,350	–	–	0.06%	129
2024 Q4	$459K	Hold	4,350	–	–	0.05%	130
2024 Q3	$462K	Hold	4,350	–	–	0.06%	129
2024 Q2	$455K	Hold	4,350	–	–	0.06%	127
2024 Q1	$456K	Hold	4,350	–	–	0.05%	127
2023 Q4	$459K	Sell	4,350 -300	-6%	-$31.2K	0.06%	124
2023 Q3	$478K	Hold	4,650	–	–	0.06%	116
2023 Q2	$484K	Hold	4,650	–	–	0.06%	122
2023 Q1	$487K	Hold	4,650	–	–	0.07%	119
2022 Q4	$485K	Hold	4,650	–	–	0.07%	118
2022 Q3	$477K	Buy	+4,650	New	+$485K	0.07%	117

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

L. Roy Papp & Associates's SUB Position: Q2 2026 in Review

L. Roy Papp & Associates held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 7,350 shares worth $783K. The position accounts for 0.08% of the portfolio, ranked #109.

L. Roy Papp & Associates first reported a position in SUB in Q3 2022 and has held it in 16 quarters since. The position peaked at $783K in Q1 2026. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

L. Roy Papp & Associates held 7,350 shares of iShares Short-Term National Muni Bond ETF worth $783K as of Q2 2026.
L. Roy Papp & Associates left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.08% of L. Roy Papp & Associates's portfolio in Q2 2026, its #109 holding.
L. Roy Papp & Associates first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and has held it in 16 quarters since.
L. Roy Papp & Associates's iShares Short-Term National Muni Bond ETF position peaked at $783K in Q1 2026.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.