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

Meridian 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	$6.56M	Sell	61,596 -8,113	-12%	-$864K	0.79%	22
2026 Q1	$7.42M	Sell	69,709 -765	-1%	-$81.9K	1.02%	20
2025 Q4	$7.52M	Sell	70,474 -4,875	-6%	-$519K	1.04%	20
2025 Q3	$8.05M	Sell	75,349 -3,792	-5%	-$405K	1.11%	20
2025 Q2	$8.42M	Buy	79,141 +3,059	+4%	+$323K	1.22%	19
2025 Q1	$8.03M	Sell	76,082 -5,108	-6%	-$540K	1.28%	19
2024 Q4	$8.56M	Sell	81,190 -1,271	-2%	-$134K	1.3%	20
2024 Q3	$8.76M	Sell	82,461 -9,890	-11%	-$1.04M	1.36%	18
2024 Q2	$9.66M	Sell	92,351 -8,605	-9%	-$899K	1.7%	13
2024 Q1	$10.6M	Sell	100,956 -39,426	-28%	-$4.14M	1.91%	12
2023 Q4	$14.8M	Sell	140,382 -6,392	-4%	-$665K	2.83%	12
2023 Q3	$15.1M	Sell	146,774 -8,737	-6%	-$906K	3.14%	10
2023 Q2	$16.2M	Sell	155,511 -336	-0.2%	-$35K	3.32%	8
2023 Q1	$16.3M	Sell	155,847 -4,048	-3%	-$423K	3.55%	7
2022 Q4	$16.7M	Sell	159,895 -1,560	-1%	-$161K	3.86%	7
2022 Q3	$16.6M	Buy	161,455 +13,479	+9%	+$1.41M	4.15%	7
2022 Q2	$15.5M	Buy	147,976 +120,011	+429%	+$12.5M	3.68%	8
2022 Q1	$2.92M	Sell	27,965 -131,139	-82%	-$13.9M	0.62%	20
2021 Q4	$17.1M	Buy	159,104 +6,117	+4%	+$657K	3.42%	8
2021 Q3	$16.5M	Buy	152,987 +55,653	+57%	+$6M	3.56%	8
2021 Q2	$10.5M	Sell	97,334 -2,143	-2%	-$231K	2.45%	10
2021 Q1	$10.7M	Buy	99,477 +2,391	+2%	+$258K	3.22%	8
2020 Q4	$10.5M	Buy	97,086 +80,363	+481%	+$8.67M	4.34%	8
2020 Q3	$1.81M	Buy	16,723 +8	+0%	+$865	0.91%	14
2020 Q2	$1.8M	Sell	16,715 -931	-5%	-$99.7K	0.97%	15
2020 Q1	$1.88M	Sell	17,646 -6,220	-26%	-$661K	1.12%	15
2019 Q4	$2.55M	Buy	+23,866	New	+$2.55M	1.59%	12

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

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

Meridian Wealth Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 12% in Q2 2026, selling an estimated $864K and leaving 61,596 shares worth $6.56M. The position accounts for 0.79% of the portfolio, ranked #22.

Meridian Wealth Partners first reported a position in SUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.1M in Q4 2021. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Meridian Wealth Partners held 61,596 shares of iShares Short-Term National Muni Bond ETF worth $6.56M as of Q2 2026.
Meridian Wealth Partners sold 8,113 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $864K.
iShares Short-Term National Muni Bond ETF made up 0.79% of Meridian Wealth Partners's portfolio in Q2 2026, its #22 holding.
Meridian Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
Meridian Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $17.1M in Q4 2021.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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