&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 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 $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

&Partners's SUB Position: Q1 2026 in Review

&Partners increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 19% in Q1 2026, buying an estimated $103K and bringing the position to 6,006 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

&Partners first reported a position in SUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.69M in Q4 2024. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

&Partners held 6,006 shares of iShares Short-Term National Muni Bond ETF worth $640K as of Q1 2026.
&Partners bought 962 iShares Short-Term National Muni Bond ETF shares in Q1 2026, an estimated $103K.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1553 holding.
&Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
&Partners's iShares Short-Term National Muni Bond ETF position peaked at $2.69M in Q4 2024.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.