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

Pacifica 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 Q2	$66.4K	Hold	625	–	–	0.02%	178
2026 Q1	$66.6K	Hold	625	–	–	0.02%	183
2025 Q4	$66.7K	Hold	625	–	–	0.03%	171
2025 Q3	$66.6K	Hold	625	–	–	0.02%	184
2025 Q2	$66.4K	Hold	625	–	–	0.03%	184
2025 Q1	$66.1K	Sell	625 -50	-7%	-$5.29K	0.03%	174
2024 Q4	$71.3K	Hold	675	–	–	0.03%	172
2024 Q3	$71.7K	Sell	675 -25	-4%	-$2.64K	0.03%	180
2024 Q2	$73.2K	Sell	700 -75	-10%	-$7.83K	0.03%	179
2024 Q1	$81.2K	Sell	775 -90	-10%	-$9.45K	0.04%	169
2023 Q4	$90.8K	Hold	865	–	–	0.04%	155
2023 Q3	$88.9K	Sell	865 -55	-6%	-$5.7K	0.05%	143
2023 Q2	$95.6K	Sell	920 -210	-19%	-$21.9K	0.05%	125
2023 Q1	$118K	Sell	1,130 -75	-6%	-$7.83K	0.07%	116
2022 Q4	$126K	Hold	1,205	–	–	0.09%	110
2022 Q3	$120K	Hold	1,205	–	–	0.09%	107
2022 Q2	$128K	Buy	1,205 +845	+235%	+$87.9K	0.09%	112
2022 Q1	$38K	Hold	360	–	–	0.02%	190
2021 Q4	$39K	Sell	360 -39	-10%	-$4.19K	0.03%	188
2021 Q3	$43K	Hold	399	–	–	0.03%	165
2021 Q2	$42K	Buy	+399	New	+$43K	0.03%	162

Other funds holding SUB

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

BMC

Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Pacifica Partners's SUB Position: Q2 2026 in Review

Pacifica Partners held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 625 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #178.

Pacifica Partners first reported a position in SUB in Q2 2021 and has held it in 21 quarters since. The position peaked at $128K in Q2 2022. 333 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Pacifica Partners held 625 shares of iShares Short-Term National Muni Bond ETF worth $66.4K as of Q2 2026.
Pacifica Partners left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up 0.02% of Pacifica Partners's portfolio in Q2 2026, its #178 holding.
Pacifica Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2021 and has held it in 21 quarters since.
Pacifica Partners's iShares Short-Term National Muni Bond ETF position peaked at $128K in Q2 2022.
333 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.