NFP
SUB icon

Narus Financial Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Narus Financial Partners’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 		$2.37M Sell
22,218
-439
-2% -$47K 0.62% 27
2025
Q4 		$2.42M Sell
22,657
-68
-0.3% -$7.25K 0.67% 25
2025
Q3 		$2.43M Buy
22,725
+2,593
+13% +$277K 0.66% 26
2025
Q2 		$2.14M Buy
20,132
+99
+0.5% +$10.5K 0.67% 30
2025
Q1 		$2.12M Sell
20,033
-3,480
-15% -$368K 0.72% 29
2024
Q4 		$2.48M Buy
23,513
+3,585
+18% +$379K 0.84% 22
2024
Q3 		$2.12M Buy
19,928
+2,838
+17% +$299K 0.76% 23
2024
Q2 		$1.79M Buy
17,090
+2,191
+15% +$229K 0.72% 27
2024
Q1 		$1.56M Buy
14,899
+3,850
+35% +$404K 0.67% 32
2023
Q4 		$1.16M Buy
11,049
+2,782
+34% +$289K 0.56% 38
2023
Q3 		$850K Buy
8,267
+150
+2% +$15.6K 0.44% 42
2023
Q2 		$844K Sell
8,117
-2,490
-23% -$259K 0.44% 43
2023
Q1 		$1.11M Buy
10,607
+250
+2% +$26.1K 0.6% 29
2022
Q4 		$1.08M Buy
10,357
+2,225
+27% +$230K 0.62% 29
2022
Q3 		$835K Sell
8,132
-7,047
-46% -$736K 0.53% 33
2022
Q2 		$1.59M Sell
15,179
-9,214
-38% -$959K 1.01% 17
2022
Q1 		$2.55M Buy
+24,393
New +$2.58M 1.43% 12
2021
Q1 		$1.64M Buy
+15,171
New +$1.64M 0.97% 15
2019
Q4 		$1.09M Sell
10,230
-310
-3% -$33.1K 0.77% 14
2019
Q3 		$1.12M Buy
10,540
+34
+0.3% +$3.63K 0.82% 11
2019
Q2 		$1.12M Buy
+10,506
New +$1.11M 0.87% 12
2017
Q3 		$695K Hold
6,556
– – 0.61% 24
2017
Q2 		$693K Hold
6,556
– – 0.64% 22
2017
Q1 		$692K Hold
6,556
– – 0.67% 23
2016
Q4 		$689K Buy
+6,556
New +$691K 0.73% 23

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

Narus Financial Partners's SUB Position: Q1 2026 in Review

Narus Financial Partners reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 1.9% in Q1 2026, selling an estimated $47K and leaving 22,218 shares worth $2.37M. The position accounts for 0.62% of the portfolio, ranked #27.

Narus Financial Partners first reported a position in SUB in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.55M in Q1 2022. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

  • Narus Financial Partners held 22,218 shares of iShares Short-Term National Muni Bond ETF worth $2.37M as of Q1 2026.
  • Narus Financial Partners sold 439 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $47K.
  • iShares Short-Term National Muni Bond ETF made up 0.62% of Narus Financial Partners's portfolio in Q1 2026, its #27 holding.
  • Narus Financial Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • Narus Financial Partners's iShares Short-Term National Muni Bond ETF position peaked at $2.55M in Q1 2022.
  • 883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.