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 Q2	$2.01M	Buy	18,880 +756	+4%	+$80.5K	1.41%	22
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 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

Midwestern Financial's SUB Position: Q2 2026 in Review

Midwestern Financial increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 4.2% in Q2 2026, buying an estimated $80.5K and bringing the position to 18,880 shares worth $2.01M. The position accounts for 1.41% of the portfolio, ranked #22.

Midwestern Financial first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Midwestern Financial held 18,880 shares of iShares Short-Term National Muni Bond ETF worth $2.01M as of Q2 2026.
Midwestern Financial bought 756 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $80.5K.
iShares Short-Term National Muni Bond ETF made up 1.41% of Midwestern Financial's portfolio in Q2 2026, its #22 holding.
Midwestern Financial first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.