Larson Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Larson Financial Group’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	$6.38M	Sell	59,865 -4,996	-8%	-$535K	0.2%	92
2025 Q4	$6.92M	Sell	64,861 -6,801	-9%	-$725K	0.23%	82
2025 Q3	$7.65M	Sell	71,662 -14,283	-17%	-$1.53M	0.27%	78
2025 Q2	$9.14M	Sell	85,945 -86,705	-50%	-$9.16M	0.37%	66
2025 Q1	$18.2M	Buy	172,650 +21,719	+14%	+$2.3M	0.86%	18
2024 Q4	$15.9M	Buy	150,931 +43,344	+40%	+$4.58M	0.82%	21
2024 Q3	$11.4M	Buy	107,587 +24,461	+29%	+$2.58M	0.65%	38
2024 Q2	$8.69M	Buy	83,126 +53,198	+178%	+$5.56M	0.59%	40
2024 Q1	$3.13M	Buy	29,928 +25,862	+636%	+$2.72M	0.24%	80
2023 Q4	$429K	Buy	4,066 +4,010	+7,161%	+$417K	0.04%	235
2023 Q3	$5.76K	Hold	56	–	–	﹤0.01%	1134
2023 Q2	$5.83K	Hold	56	–	–	﹤0.01%	1057
2023 Q1	$5.86K	Buy	+56	New	+$5.85K	﹤0.01%	1055

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Larson Financial Group's SUB Position: Q1 2026 in Review

Larson Financial Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.7% in Q1 2026, selling an estimated $535K and leaving 59,865 shares worth $6.38M. The position accounts for 0.2% of the portfolio, ranked #92.

Larson Financial Group first reported a position in SUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.2M in Q1 2025. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Larson Financial Group held 59,865 shares of iShares Short-Term National Muni Bond ETF worth $6.38M as of Q1 2026.
Larson Financial Group sold 4,996 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $535K.
iShares Short-Term National Muni Bond ETF made up 0.2% of Larson Financial Group's portfolio in Q1 2026, its #92 holding.
Larson Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Larson Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $18.2M in Q1 2025.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.