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

Madison Wealth 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	$520K	Buy	4,881 +14	+0.3%	+$1.49K	0.07%	158
2026 Q1	$518K	Buy	4,867 +462	+10%	+$49.4K	0.08%	110
2025 Q4	$470K	Sell	4,405 -661	-13%	-$70.4K	0.09%	102
2025 Q3	$541K	Buy	5,066 +372	+8%	+$39.7K	0.11%	85
2025 Q2	$499K	Sell	4,694 -99	-2%	-$10.5K	0.11%	85
2025 Q1	$506K	Buy	4,793 +4	+0.1%	+$423	0.13%	78
2024 Q4	$505K	Sell	4,789 -516	-10%	-$54.5K	0.14%	78
2024 Q3	$563K	Buy	5,305 +89	+2%	+$9.39K	0.17%	73
2024 Q2	$545K	Sell	5,216 -1,533	-23%	-$160K	0.19%	66
2024 Q1	$707K	Buy	6,749 +103	+2%	+$10.8K	0.26%	55
2023 Q4	$701K	Buy	6,646 +28	+0.4%	+$2.91K	0.28%	48
2023 Q3	$681K	Sell	6,618 -179	-3%	-$18.6K	0.34%	34
2023 Q2	$707K	Buy	6,797 +243	+4%	+$25.3K	0.33%	34
2023 Q1	$686K	Sell	6,554 -145	-2%	-$15.1K	0.35%	32
2022 Q4	$699K	Sell	6,699 -272	-4%	-$28.2K	0.41%	29
2022 Q3	$716K	Buy	6,971 +540	+8%	+$56.4K	0.47%	26
2022 Q2	$673K	Sell	6,431 -5,416	-46%	-$564K	0.43%	28
2022 Q1	$1.24M	Buy	11,847 +2,313	+24%	+$245K	0.69%	20
2021 Q4	$1.02M	Buy	9,534 +439	+5%	+$47.1K	0.51%	21
2021 Q3	$978K	Buy	9,095 +355	+4%	+$38.3K	0.55%	20
2021 Q2	$942K	Sell	8,740 -1,118	-11%	-$121K	0.54%	21
2021 Q1	$1.07M	Hold	9,858	–	–	0.75%	18
2020 Q4	$1.06M	Buy	+9,858	New	+$1.06M	0.71%	19

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

Madison Wealth Partners's SUB Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.29% in Q2 2026, buying an estimated $1.49K and bringing the position to 4,881 shares worth $520K. The position accounts for 0.07% of the portfolio, ranked #158.

Madison Wealth Partners first reported a position in SUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.24M in Q1 2022. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Madison Wealth Partners held 4,881 shares of iShares Short-Term National Muni Bond ETF worth $520K as of Q2 2026.
Madison Wealth Partners bought 14 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $1.49K.
iShares Short-Term National Muni Bond ETF made up 0.07% of Madison Wealth Partners's portfolio in Q2 2026, its #158 holding.
Madison Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
Madison Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $1.24M in Q1 2022.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.