Peak Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Peak Wealth Management’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	$1.08M	Sell	10,138 -2,033	-17%	-$216K	0.76%	24
2026 Q1	$1.3M	Buy	12,171 +2,061	+20%	+$221K	1.06%	22
2025 Q4	$1.08M	Buy	+10,110	New	+$1.08M	0.9%	21

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

Peak Wealth Management's SUB Position: Q2 2026 in Review

Peak Wealth Management reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 17% in Q2 2026, selling an estimated $216K and leaving 10,138 shares worth $1.08M. The position accounts for 0.76% of the portfolio, ranked #24.

Peak Wealth Management first reported a position in SUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 910 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Peak Wealth Management held 10,138 shares of iShares Short-Term National Muni Bond ETF worth $1.08M as of Q2 2026.
Peak Wealth Management sold 2,033 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $216K.
iShares Short-Term National Muni Bond ETF made up 0.76% of Peak Wealth Management's portfolio in Q2 2026, its #24 holding.
Peak Wealth Management first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
Peak Wealth Management's iShares Short-Term National Muni Bond ETF position peaked at $1.3M in Q1 2026.
910 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

Based on Peak Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.