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

Partners in Financial Planning’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 		$11.7M Buy
110,184
+7,983
+8% +$850K 1.78% 15
2026
Q1 		$10.9M Buy
102,201
+1,961
+2% +$210K 1.81% 15
2025
Q4 		$10.7M Buy
100,240
+2,285
+2% +$243K 1.81% 15
2025
Q3 		$10.5M Buy
97,955
+6,504
+7% +$695K 1.81% 15
2025
Q2 		$9.72M Buy
91,451
+7,178
+9% +$758K 1.79% 15
2025
Q1 		$8.9M Sell
84,273
-689
-0.8% -$72.8K 1.79% 14
2024
Q4 		$8.96M Sell
84,962
-1,460
-2% -$154K 1.83% 14
2024
Q3 		$9.18M Buy
86,422
+4,881
+6% +$515K 1.85% 14
2024
Q2 		$8.53M Sell
81,541
-701
-0.9% -$73.2K 1.85% 14
2024
Q1 		$8.61M Buy
82,242
+2,290
+3% +$240K 1.92% 13
2023
Q4 		$8.43M Sell
79,952
-5,302
-6% -$552K 1.98% 13
2023
Q3 		$8.77M Buy
85,254
+5,986
+8% +$621K 2.26% 13
2023
Q2 		$8.25M Buy
79,268
+8,968
+13% +$933K 2.1% 13
2023
Q1 		$7.36M Sell
70,300
-1,091
-2% -$114K 1.94% 14
2022
Q4 		$7.45M Buy
71,391
+45,963
+181% +$4.76M 2.06% 13
2022
Q3 		$2.64M Buy
25,428
+14,955
+143% +$1.56M 0.75% 21
2022
Q2 		$1.09M Buy
+10,473
New +$1.09M 0.35% 33

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 in Financial Planning's SUB Position: Q2 2026 in Review

Partners in Financial Planning increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 7.8% in Q2 2026, buying an estimated $850K and bringing the position to 110,184 shares worth $11.7M. The position accounts for 1.78% of the portfolio, ranked #15.

Partners in Financial Planning first reported a position in SUB in Q2 2022 and has held it in 17 quarters since. 907 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Partners in Financial Planning held 110,184 shares of iShares Short-Term National Muni Bond ETF worth $11.7M as of Q2 2026.
  • Partners in Financial Planning bought 7,983 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $850K.
  • iShares Short-Term National Muni Bond ETF made up 1.78% of Partners in Financial Planning's portfolio in Q2 2026, its #15 holding.
  • Partners in Financial Planning first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 907 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.