Life Planning Partners
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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
Q3 		$5.41M Buy
51,718
+1,253
+2% +$133K 4.32% 4
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 		$5.86M Buy
+54,172
New +$5.82M 5.9% 4

Other funds holding SUB

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Salomon & Ludwin
Salomon & Ludwin Richmond, Virginia $1.21B AUM 12.69% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Life Planning Partners's SUB Position: Q3 2026 in Review

Life Planning Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.5% in Q3 2026, buying an estimated $133K and bringing the position to 51,718 shares worth $5.41M. The position accounts for 4.32% of the portfolio, ranked #4.

Life Planning Partners first reported a position in SUB in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.93M in Q3 2022. 666 funds tracked by Wall St. Rank hold SUB as of Q3 2026.

  • Life Planning Partners held 51,718 shares of iShares Short-Term National Muni Bond ETF worth $5.41M as of Q3 2026.
  • Life Planning Partners bought 1,253 iShares Short-Term National Muni Bond ETF shares in Q3 2026, an estimated $133K.
  • iShares Short-Term National Muni Bond ETF made up 4.32% of Life Planning Partners's portfolio in Q3 2026, its #4 holding.
  • Life Planning Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Life Planning Partners's iShares Short-Term National Muni Bond ETF position peaked at $7.93M in Q3 2022.
  • 666 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.