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

Libra 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 Q2	$607K	Hold	5,699	–	–	0.16%	46
2026 Q1	$607K	Hold	5,699	–	–	0.17%	39
2025 Q4	$608K	Hold	5,699	–	–	0.17%	40
2025 Q3	$609K	Hold	5,699	–	–	0.18%	39
2025 Q2	$606K	Hold	5,699	–	–	0.2%	37
2025 Q1	$602K	Hold	5,699	–	–	0.23%	34
2024 Q4	$601K	Hold	5,699	–	–	0.23%	33
2024 Q3	$605K	Hold	5,699	–	–	0.24%	33
2024 Q2	$596K	Hold	5,699	–	–	0.26%	29
2024 Q1	$597K	Hold	5,699	–	–	0.26%	32
2023 Q4	$601K	Hold	5,699	–	–	0.3%	29
2023 Q3	$586K	Hold	5,699	–	–	0.32%	27
2023 Q2	$593K	Sell	5,699 -192	-3%	-$20K	0.32%	28
2023 Q1	$617K	Sell	5,891 -286	-5%	-$29.9K	0.36%	26
2022 Q4	$644K	Hold	6,177	–	–	0.02%	28
2022 Q3	$634K	Hold	6,177	–	–	0.41%	25
2022 Q2	$647K	Buy	+6,177	New	+$643K	0.46%	24

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

Libra Wealth's SUB Position: Q2 2026 in Review

Libra Wealth held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 5,699 shares worth $607K. The position accounts for 0.16% of the portfolio, ranked #46.

Libra Wealth first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $647K in Q2 2022. 915 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Libra Wealth held 5,699 shares of iShares Short-Term National Muni Bond ETF worth $607K as of Q2 2026.
Libra Wealth left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.16% of Libra Wealth's portfolio in Q2 2026, its #46 holding.
Libra Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
Libra Wealth's iShares Short-Term National Muni Bond ETF position peaked at $647K in Q2 2022.
915 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.