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

Maia 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	$239K	Sell	2,248 -470	-17%	-$50K	0.04%	321
2026 Q1	$290K	Sell	2,718 -252	-8%	-$27K	0.05%	297
2025 Q4	$319K	Sell	2,970 -439	-13%	-$46.8K	0.05%	271
2025 Q3	$363K	Sell	3,409 -1,043	-23%	-$111K	0.06%	251
2025 Q2	$473K	Buy	4,452 +1,064	+31%	+$112K	0.09%	200
2025 Q1	$356K	Buy	3,388 +129	+4%	+$13.6K	0.08%	212
2024 Q4	$345K	Sell	3,259 -2,254	-41%	-$238K	0.07%	209
2024 Q3	$582K	Buy	5,513 +2,821	+105%	+$298K	0.14%	133
2024 Q2	$282K	Buy	+2,692	New	+$281K	0.09%	167
2023 Q4	$258K	Buy	+2,449	New	+$255K	0.1%	156

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

Maia Wealth's SUB Position: Q2 2026 in Review

Maia Wealth reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, selling an estimated $50K and leaving 2,248 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #321.

Maia Wealth first reported a position in SUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $582K in Q3 2024. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Maia Wealth held 2,248 shares of iShares Short-Term National Muni Bond ETF worth $239K as of Q2 2026.
Maia Wealth sold 470 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $50K.
iShares Short-Term National Muni Bond ETF made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #321 holding.
Maia Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares Short-Term National Muni Bond ETF position peaked at $582K in Q3 2024.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.