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

MBM Wealth Consultants’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	$1.02M	Sell	9,541 -26,353	-73%	-$2.81M	0.2%	61
2026 Q1	$3.82M	Sell	35,894 -580	-2%	-$62.1K	0.88%	15
2025 Q4	$3.89M	Sell	36,474 -1,149	-3%	-$122K	0.93%	14
2025 Q3	$4.02M	Buy	37,623 +2	+0%	+$214	1%	14
2025 Q2	$4M	Buy	37,621 +1,236	+3%	+$131K	1.07%	13
2025 Q1	$3.84M	Sell	36,385 -1,048	-3%	-$111K	1.14%	13
2024 Q4	$3.95M	Buy	37,433 +12,528	+50%	+$1.32M	1.18%	13
2024 Q3	$2.64M	Buy	24,905 +7,400	+42%	+$781K	0.83%	19
2024 Q2	$1.83M	Buy	17,505 +5,858	+50%	+$612K	0.63%	22
2024 Q1	$1.22M	Buy	11,647 +3,328	+40%	+$349K	0.43%	33
2023 Q4	$874K	Buy	8,319 +2,633	+46%	+$274K	0.33%	50
2023 Q3	$587K	Buy	5,686 +2,902	+104%	+$301K	0.26%	56
2023 Q2	$290K	Sell	2,784 -88	-3%	-$9.16K	0.12%	76
2023 Q1	$243K	Hold	2,872	–	–	0.1%	82
2022 Q4	$300K	Buy	2,872 +445	+18%	+$46.1K	0.14%	72
2022 Q3	$249K	Buy	2,427 +1,347	+125%	+$141K	0.12%	74
2022 Q2	$113K	Buy	+1,080	New	+$112K	0.06%	102

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

MBM Wealth Consultants's SUB Position: Q2 2026 in Review

MBM Wealth Consultants reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 73% in Q2 2026, selling an estimated $2.81M and leaving 9,541 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #61.

MBM Wealth Consultants first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.02M in Q3 2025. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

MBM Wealth Consultants held 9,541 shares of iShares Short-Term National Muni Bond ETF worth $1.02M as of Q2 2026.
MBM Wealth Consultants sold 26,353 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.81M.
iShares Short-Term National Muni Bond ETF made up 0.2% of MBM Wealth Consultants's portfolio in Q2 2026, its #61 holding.
MBM Wealth Consultants first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
MBM Wealth Consultants's iShares Short-Term National Muni Bond ETF position peaked at $4.02M in Q3 2025.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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