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

Lodestone Wealth Management’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	$255K	Hold	2,398	–	–	0.09%	162
2026 Q1	$255K	Hold	2,398	–	–	0.1%	155
2025 Q4	$256K	Hold	2,398	–	–	0.1%	151
2025 Q3	$256K	Hold	2,398	–	–	0.12%	155
2025 Q2	$255K	Buy	+2,398	New	+$253K	0.12%	144

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

Lodestone Wealth Management's SUB Position: Q2 2026 in Review

Lodestone Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,398 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #162.

Lodestone Wealth Management first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $256K in Q3 2025. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Lodestone Wealth Management held 2,398 shares of iShares Short-Term National Muni Bond ETF worth $255K as of Q2 2026.
Lodestone Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.09% of Lodestone Wealth Management's portfolio in Q2 2026, its #162 holding.
Lodestone Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Lodestone Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $256K in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.