LFP
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Lakeshore Financial Planning’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Lakeshore Financial Planning’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 		$1M Buy
+9,415
New +$1M 0.32% 27

Other funds holding SUB

HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Lakeshore Financial Planning's SUB Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026: 9,415 shares worth $1M. The stake represents 0.32% of the portfolio and ranks #27 among its holdings.

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

  • Lakeshore Financial Planning held 9,415 shares of iShares Short-Term National Muni Bond ETF worth $1M as of Q2 2026.
  • iShares Short-Term National Muni Bond ETF was a new Lakeshore Financial Planning position in Q2 2026.
  • iShares Short-Term National Muni Bond ETF made up 0.32% of Lakeshore Financial Planning's portfolio in Q2 2026, its #27 holding.
  • 463 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.