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Partners Capital Investment Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Partners Capital Investment 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 		$20.2M Sell
189,853
-32,420
-15% -$3.45M 0.71% 24
2026
Q1 		$23.7M Buy
222,273
+63,079
+40% +$6.75M 0.89% 22
2025
Q4 		$17M Sell
159,194
-54,762
-26% -$5.84M 0.63% 27
2025
Q3 		$22.8M Buy
213,956
+56,086
+36% +$5.99M 0.91% 21
2025
Q2 		$16.8M Sell
157,870
-36,022
-19% -$3.81M 0.67% 27
2025
Q1 		$20.5M Buy
193,892
+169,520
+696% +$17.9M 0.35% 40
2024
Q4 		$2.57M Sell
24,372
-160,055
-87% -$16.9M 0.07% 89
2024
Q3 		$19.6M Sell
184,427
-92,640
-33% -$9.77M 0.31% 40
2024
Q2 		$29M Buy
277,067
+136,501
+97% +$14.3M 0.49% 35
2024
Q1 		$14.7M Sell
140,566
-339,216
-71% -$35.6M 0.4% 41
2023
Q4 		$50.6M Sell
479,782
-77,668
-14% -$8.08M 1.11% 22
2023
Q3 		$57.3M Sell
557,450
-161,179
-22% -$16.7M 1.38% 15
2023
Q2 		$74.8M Buy
718,629
+280,916
+64% +$29.2M 1.6% 15
2023
Q1 		$45.8M Buy
437,713
+155,070
+55% +$16.2M 1.97% 14
2022
Q4 		$29.5M Buy
282,643
+201,780
+250% +$20.9M 1.42% 17
2022
Q3 		$8.3M Buy
80,863
+71,295
+745% +$7.44M 0.49% 55
2022
Q2 		$1M Buy
+9,568
New +$996K 0.07% 94

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

Partners Capital Investment Group's SUB Position: Q2 2026 in Review

Partners Capital Investment Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 15% in Q2 2026, selling an estimated $3.45M and leaving 189,853 shares worth $20.2M. The position accounts for 0.71% of the portfolio, ranked #24.

Partners Capital Investment Group first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $74.8M in Q2 2023. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Partners Capital Investment Group held 189,853 shares of iShares Short-Term National Muni Bond ETF worth $20.2M as of Q2 2026.
  • Partners Capital Investment Group sold 32,420 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $3.45M.
  • iShares Short-Term National Muni Bond ETF made up 0.71% of Partners Capital Investment Group's portfolio in Q2 2026, its #24 holding.
  • Partners Capital Investment Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Partners Capital Investment Group's iShares Short-Term National Muni Bond ETF position peaked at $74.8M in Q2 2023.
  • 910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.