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NFP Retirement Inc’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

NFP Retirement Inc’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 		$383K Buy
3,593
+24
+0.7% +$2.56K 0.02% 234
2026
Q1 		$380K Buy
3,569
+564
+19% +$60.4K 0.02% 225
2025
Q4 		$321K Hold
3,005
– – 0.02% 248
2025
Q3 		$321K Hold
3,005
– – 0.02% 246
2025
Q2 		$320K Buy
+3,005
New +$317K 0.02% 243

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

NFP Retirement Inc's SUB Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.67% in Q2 2026, buying an estimated $2.56K and bringing the position to 3,593 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #234.

NFP Retirement Inc first reported a position in SUB in Q2 2025 and has held it in 5 quarters since. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • NFP Retirement Inc held 3,593 shares of iShares Short-Term National Muni Bond ETF worth $383K as of Q2 2026.
  • NFP Retirement Inc bought 24 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $2.56K.
  • iShares Short-Term National Muni Bond ETF made up 0.02% of NFP Retirement Inc's portfolio in Q2 2026, its #234 holding.
  • NFP Retirement Inc first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.