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

&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	$1.1M	Buy	10,368 +4,362	+73%	+$464K	﹤0.01%	1355
2026 Q1	$640K	Buy	6,006 +962	+19%	+$103K	﹤0.01%	1553
2025 Q4	$538K	Buy	5,044 +660	+15%	+$70.3K	﹤0.01%	1572
2025 Q3	$468K	Sell	4,384 -13,640	-76%	-$1.46M	﹤0.01%	1487
2025 Q2	$1.92M	Sell	18,024 -522	-3%	-$55.1K	0.01%	688
2025 Q1	$1.96M	Sell	18,546 -6,907	-27%	-$730K	0.02%	544
2024 Q4	$2.69M	Buy	25,453 +10,737	+73%	+$1.13M	0.03%	407
2024 Q3	$1.56M	Buy	+14,716	New	+$1.55M	0.03%	424

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

&Partners's SUB Position: Q2 2026 in Review

&Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 73% in Q2 2026, buying an estimated $464K and bringing the position to 10,368 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

&Partners first reported a position in SUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.69M in Q4 2024. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

&Partners held 10,368 shares of iShares Short-Term National Muni Bond ETF worth $1.1M as of Q2 2026.
&Partners bought 4,362 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $464K.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1355 holding.
&Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's iShares Short-Term National Muni Bond ETF position peaked at $2.69M in Q4 2024.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.