Mission Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Mission Wealth Management’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	$250K	Hold	2,346	–	–	﹤0.01%	945
2026 Q1	$250K	Hold	2,346	–	–	0.01%	654
2025 Q4	$250K	Hold	2,346	–	–	0.01%	645
2025 Q3	$251K	Buy	+2,346	New	+$251K	0.01%	626
2019 Q2	–	Sell	-2,267	Closed	-$240K	–	335
2019 Q1	$240K	Sell	2,267 -170	-7%	-$18K	0.03%	271
2018 Q4	$257K	Buy	2,437 +1	+0%	+$105	0.03%	218
2018 Q3	$255K	Sell	2,436 -105	-4%	-$11K	0.03%	233
2018 Q2	$267K	Buy	+2,541	New	+$266K	0.04%	212
2018 Q1	–	Sell	-4,182	Closed	-$439K	–	258
2017 Q4	$439K	Buy	4,182 +1,500	+56%	+$158K	0.08%	115
2017 Q3	$284K	Hold	2,682	–	–	0.05%	144
2017 Q2	$284K	Buy	2,682 +15	+0.6%	+$1.59K	0.05%	132
2017 Q1	$282K	Sell	2,667 -7,468	-74%	-$787K	0.05%	138
2016 Q4	$1.06M	Buy	+10,135	New	+$1.07M	0.21%	53

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

Mission Wealth Management's SUB Position: Q2 2026 in Review

Mission Wealth Management held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 2,346 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Mission Wealth Management first reported a position in SUB in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.06M in Q4 2016. 909 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Mission Wealth Management held 2,346 shares of iShares Short-Term National Muni Bond ETF worth $250K as of Q2 2026.
Mission Wealth Management left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #945 holding.
Mission Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and has held it in 13 quarters since.
Mission Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $1.06M in Q4 2016.
909 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.