Measured Wealth Private Client Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Measured Wealth Private Client Group’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	–	Sell	-1,577	Closed	-$168K	–	760
2026 Q1	$168K	Hold	1,577	–	–	0.05%	203
2025 Q4	$168K	Buy	+1,577	New	+$168K	0.04%	211

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

Measured Wealth Private Client Group's SUB Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2026, closing a stake of 1,577 shares — an estimated $168K sold.

Measured Wealth Private Client Group first reported a position in SUB in Q4 2025 and held it in 2 quarters. The position peaked at $168K in Q4 2025. 912 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Measured Wealth Private Client Group reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 1,577 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $168K.
Measured Wealth Private Client Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and held it in 2 quarters.
Measured Wealth Private Client Group's iShares Short-Term National Muni Bond ETF position peaked at $168K in Q4 2025.
912 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.