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Morton Brown Family Wealth’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Morton Brown Family Wealth’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 		$5.91M Buy
55,545
+444
+0.8% +$47.3K 1.34% 14
2026
Q1 		$5.87M Buy
55,101
+1,297
+2% +$139K 1.55% 13
2025
Q4 		$5.74M Sell
53,804
-3,910
-7% -$417K 1.56% 13
2025
Q3 		$6.16M Sell
57,714
-2,086
-3% -$223K 1.77% 13
2025
Q2 		$6.36M Sell
59,800
-4,378
-7% -$462K 1.93% 13
2025
Q1 		$6.78M Buy
64,178
+4,660
+8% +$493K 2.3% 13
2024
Q4 		$6.28M Sell
59,518
-5,225
-8% -$552K 2.19% 13
2024
Q3 		$6.88M Sell
64,743
-14,157
-18% -$1.49M 2.44% 11
2024
Q2 		$8.29M Sell
78,900
-14,036
-15% -$1.47M 3.27% 10
2024
Q1 		$9.73M Buy
92,936
+9,473
+11% +$995K 4.02% 8
2023
Q4 		$8.8M Buy
83,463
+8,983
+12% +$934K 3.86% 9
2023
Q3 		$7.66M Buy
74,480
+2,110
+3% +$219K 3.92% 9
2023
Q2 		$7.53M Sell
72,370
-1,260
-2% -$131K 4.02% 8
2023
Q1 		$7.71M Buy
73,630
+886
+1% +$92.5K 4.6% 7
2022
Q4 		$7.59M Buy
72,744
+13,573
+23% +$1.4M 5.17% 7
2022
Q3 		$6.07M Buy
59,171
+19,888
+51% +$2.08M 4.84% 9
2022
Q2 		$4.11M Buy
39,283
+20,164
+105% +$2.1M 3.19% 9
2022
Q1 		$2M Buy
19,119
+16,022
+517% +$1.7M 1.51% 16
2021
Q4 		$333K Buy
+3,097
New +$333K 0.26% 33

Other funds holding SUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morton Brown Family Wealth's SUB Position: Q2 2026 in Review

Morton Brown Family Wealth increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.81% in Q2 2026, buying an estimated $47.3K and bringing the position to 55,545 shares worth $5.91M. The position accounts for 1.34% of the portfolio, ranked #14.

Morton Brown Family Wealth first reported a position in SUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.73M in Q1 2024. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Morton Brown Family Wealth held 55,545 shares of iShares Short-Term National Muni Bond ETF worth $5.91M as of Q2 2026.
  • Morton Brown Family Wealth bought 444 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $47.3K.
  • iShares Short-Term National Muni Bond ETF made up 1.34% of Morton Brown Family Wealth's portfolio in Q2 2026, its #14 holding.
  • Morton Brown Family Wealth first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's iShares Short-Term National Muni Bond ETF position peaked at $9.73M in Q1 2024.
  • 913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.