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Life Planning Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Life Planning Partners’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 		$5.37M Sell
50,465
-4,117
-8% -$438K 3.99% 6
2026
Q1 		$5.81M Sell
54,582
-42
-0.1% -$4.5K 4.44% 4
2025
Q4 		$5.83M Buy
54,624
+1,476
+3% +$157K 4.46% 4
2025
Q3 		$5.68M Buy
53,148
+1,664
+3% +$178K 4.14% 4
2025
Q2 		$5.47M Sell
51,484
-4,349
-8% -$459K 4.36% 4
2025
Q1 		$5.9M Sell
55,833
-811
-1% -$85.7K 5.34% 4
2024
Q4 		$5.97M Buy
56,644
+3,014
+6% +$318K 5.53% 4
2024
Q3 		$5.69M Sell
53,630
-9,245
-15% -$975K 5.09% 4
2024
Q2 		$6.57M Sell
62,875
-3,338
-5% -$349K 5.97% 4
2024
Q1 		$6.93M Sell
66,213
-4,887
-7% -$513K 6.91% 4
2023
Q4 		$7.5M Buy
+71,100
New +$7.4M 7.38% 3
2022
Q3 		$7.93M Buy
77,278
+18,830
+32% +$1.97M 9.09% 2
2022
Q2 		$6.12M Buy
58,448
+2,612
+5% +$272K 6.88% 3
2022
Q1 		$5.83M Buy
55,836
+1,664
+3% +$176K 5.94% 3
2021
Q4 		$5.87M Buy
+54,172
New +$5.82M 5.9% 4

Other funds holding SUB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 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

Life Planning Partners's SUB Position: Q2 2026 in Review

Life Planning Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.5% in Q2 2026, selling an estimated $438K and leaving 50,465 shares worth $5.37M. The position accounts for 3.99% of the portfolio, ranked #6.

Life Planning Partners first reported a position in SUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.93M in Q3 2022. 553 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Life Planning Partners held 50,465 shares of iShares Short-Term National Muni Bond ETF worth $5.37M as of Q2 2026.
  • Life Planning Partners sold 4,117 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $438K.
  • iShares Short-Term National Muni Bond ETF made up 3.99% of Life Planning Partners's portfolio in Q2 2026, its #6 holding.
  • Life Planning Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Life Planning Partners's iShares Short-Term National Muni Bond ETF position peaked at $7.93M in Q3 2022.
  • 553 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.