Onyx Bridge Wealth Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Onyx Bridge Wealth Group’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	$549K	Buy	5,154 +33	+0.6%	+$3.51K	0.05%	230
2026 Q1	$545K	Buy	5,121 +21	+0.4%	+$2.25K	0.06%	207
2025 Q4	$544K	Buy	5,100 +44	+0.9%	+$4.69K	0.06%	212
2025 Q3	$540K	Buy	5,056 +31	+0.6%	+$3.31K	0.06%	207
2025 Q2	$534K	Buy	5,025 +29	+0.6%	+$3.06K	0.07%	162
2025 Q1	$528K	Buy	4,996 +19	+0.4%	+$2.01K	0.08%	154
2024 Q4	$525K	Buy	+4,977	New	+$526K	0.08%	151

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

Onyx Bridge Wealth Group's SUB Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.64% in Q2 2026, buying an estimated $3.51K and bringing the position to 5,154 shares worth $549K. The position accounts for 0.05% of the portfolio, ranked #230.

Onyx Bridge Wealth Group first reported a position in SUB in Q4 2024 and has held it in 7 quarters since. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Onyx Bridge Wealth Group held 5,154 shares of iShares Short-Term National Muni Bond ETF worth $549K as of Q2 2026.
Onyx Bridge Wealth Group bought 33 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $3.51K.
iShares Short-Term National Muni Bond ETF made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #230 holding.
Onyx Bridge Wealth Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.