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Monetary Solutions’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Monetary Solutions’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 		$54.8K Buy
515
+3
+0.6% +$319 0.05% 123
2026
Q1 		$54.5K Buy
512
+2
+0.4% +$214 0.05% 114
2025
Q4 		$54.4K Buy
+510
New +$54.3K 0.05% 112

Other funds holding SUB

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RAM
Robinhood Asset Management Menlo Park, California $1.87B AUM

Monetary Solutions's SUB Position: Q2 2026 in Review

Monetary Solutions increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.59% in Q2 2026, buying an estimated $319 and bringing the position to 515 shares worth $54.8K. The position accounts for 0.05% of the portfolio, ranked #123.

Monetary Solutions first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. 804 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Monetary Solutions held 515 shares of iShares Short-Term National Muni Bond ETF worth $54.8K as of Q2 2026.
  • Monetary Solutions bought 3 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $319.
  • iShares Short-Term National Muni Bond ETF made up 0.05% of Monetary Solutions's portfolio in Q2 2026, its #123 holding.
  • Monetary Solutions first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 804 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.