MF
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Midwestern Financial’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Midwestern Financial’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
Q1 		$1.93M Sell
18,124
-94
-0.5% -$10.1K 1.52% 21
2025
Q4 		$1.94M Sell
18,218
-446
-2% -$47.5K 1.61% 21
2025
Q3 		$1.99M Buy
18,664
+45
+0.2% +$4.8K 1.71% 19
2025
Q2 		$1.98M Buy
+18,619
New +$1.97M 1.86% 19

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Midwestern Financial's SUB Position: Q1 2026 in Review

Midwestern Financial reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.52% in Q1 2026, selling an estimated $10.1K and leaving 18,124 shares worth $1.93M. The position accounts for 1.52% of the portfolio, ranked #21.

Midwestern Financial first reported a position in SUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.99M in Q3 2025. 884 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Midwestern Financial held 18,124 shares of iShares Short-Term National Muni Bond ETF worth $1.93M as of Q1 2026.
  • Midwestern Financial sold 94 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $10.1K.
  • iShares Short-Term National Muni Bond ETF made up 1.52% of Midwestern Financial's portfolio in Q1 2026, its #21 holding.
  • Midwestern Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwestern Financial's iShares Short-Term National Muni Bond ETF position peaked at $1.99M in Q3 2025.
  • 884 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.